Category: Planning Philosophy

7 Reasons Cash Flow Conversations Matter To Your Financial Advising Clients

March 26, 2024

According to a Forbes study, 46% of respondents who indicated they are living paycheck to paycheck attributed that to lacking […]

Read More

What Makes You Different Than Other Firms?

February 26, 2024

Whether it’s our approach to helping you build your practice with one of Practice Building Playbooks, our dedication to delivering […]

Read More

Why Is Relationship Building Essential As A Financial Advisor?

February 16, 2024

The world of finance is about more than just numbers and market trends. It’s about people – how you treat […]

Read More

Who Is Your Ideal Client As A Financial Advisor?

February 2, 2024

Early on in your career, you’ll feel the need to say yes to anyone who fogs a mirror. While that […]

Read More

Investment Options for Advisors

January 4, 2024

Imagine crafting globally diversified portfolios and providing lifetime income solutions, all while maintaining autonomy in your client relationships. Join James […]

Read More

Using The Living Balance Sheet®: Client Planning Case

January 4, 2024

As a financial advisor seeking business growth, incorporating The Living Balance Sheet® (LBS) can be a game-changer. At Consolidated Planning, […]

Read More