Category: Consultative Financial Planning

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 […]

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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 […]

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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 […]

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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, […]

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The Consolidated Planning Fundamentals: How They Help Grow Your Practice

December 20, 2023

Financial advisors are a reflection of what their firm represents, and vice versa. And the firm you choose to align […]

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Understanding A Commission-Based Structure

September 29, 2023

Commission-based careers are not for the faint of heart. And for financial advisors, compensation models are a crucial aspect of […]

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