Blog
How Can Advisors Deepen Client Relationships?Using Mindset Data + Wealth Trends
Clients expect more than investment returns and advisors who lean into the human side are winning....
How Smart Automation + Human Process Creates Hyper-Personalized Experiences
You believe in being human-first, but you also need to scale. Here's how modern firms blend...
How Financial Advisors Can Help Clients Plan for the Future by Tapping into the Longevity Mindset
When it comes to financial planning, few topics are as important—or as overlooked—as longevity. We...
How to Turn Client Feedback into Your Retention Power Tool
You already know that human-first matters. But how do top-tier advisors retain 95–98% of clients...
How to Use Client Mindset Data to Drive Engagement, Referrals, and Retention
In a world where financial planning tools and platforms are becoming more advanced by the day, the...
How to Build Trust with Clients in the First 30 Days of a Financial Planning Relationship
Clients expect not just expertise but meaningful connection and the first 30 days of a financial...
How Financial Advisors Can Stay Relevant in the Age of AI
Why Embracing Tech Is More Than Just a Trend As AI becomes increasingly integrated into daily...
5 Questions Financial Advisors Should Ask to Transform Client Conversations
In a world full of data, projections, and performance reports, it can be easy for financial...
The Income Mindset: Guiding Clients Through the Personal Journey of Retirement Income (a.k.a. Your Walkaway Passport®)
https://youtu.be/A7vWJ-p7lRY For many individuals, transitioning from a steady paycheck to relying...
Wellness and Wealth: Why And How Financial Advisors Should Prioritize Client Health in Planning
Financial advisors often focus on helping clients prepare for retirement, grow their wealth, and...
