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Finding Your Financial Planning Fit

Tuesday, July 28, 2020 | 4:15 pm ET / 1:15 pm PT


The importance of financial planning for keeping clients satisfied, confident, and on track to meet their goals—especially during periods of market volatility—has been well documented. Learn more.


  

PRESENTER:
Benjamin R. Hurn
Strategic Relationship Consultant
Financial Planning Orion Advisor

 

MODERATOR:
David Armstrong
Editor-in-Chief,
Executive Director of Content
and User Engagement
WealthManagement.com
 
The importance of financial planning for keeping clients satisfied, confident, and on track to meet their goals—especially during periods of market volatility—has been well documented. A solid financial plan gives investors the tools they need to focus on long-term goals instead of short-term market movement.

But if you aren't currently offering financial planning at your firm, it can be challenging to know exactly how to get started. What's the step-by-step process? Which technology will help you meet your clients' expectations? What kind of fee model is the best fit for you and your clients? How do you communicate with your clients about the value of a financial plan?

We're here to help. In this webinar, we'll offer guidance, best practices, and actionable recommendations for implementing a financial planning service at your firm. Key takeaways include:
  • The roadblocks advisors face when trying to implement a financial planning service, and how to overcome them
  • What clients expect from a modern technology experience
  • The step-by-step process for creating a financial plan, including fee structure
  • The value—to both you and your clients—of a financial planning technology that connects portfolio performance with investment decisions
Compliance code 1701-OAS-07/02/2020



CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

SPONSORED BY:


  

Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.
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