Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!
Resources
Financial planning software, guides, articles, and more.
Blog & Articles
Blog & Articles
Advisors, Don’t Sell…Teach for Differentiation
The key to teaching successfully is using your unique strengths and experiences in financial planning.
Blog & Articles
Calculating Taxable Social Security Benefits – Not as Easy as 0%, 50%, 85%
It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.
Blog & Articles
Letting A Stranger In My House Cost Me More Than $50,000 (And I Feel Fine)
Do you get excited about where your clients are in their lives? Get genuinely interested and excited with someone and their story, and you’ll find they will be excited to work with you.
Blog & Articles
When it is Time to Move from Legacy FinTech
How do you know it’s time to move to online SaaS tools even when legacy FinTech software works?
Blog & Articles
Picture It This Clearly – Part 2
In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.
Blog & Articles
3 Ways a Financial Plan can Save a Marriage
How valuable can a financial advisor be to a recently married young couple?
Blog & Articles
Picture It This Clearly – Part 1
Paul Kingsman is a guest vlogger for Moneytree Series. In this first part of a two-part series, Paul asks you what does success look like and encourages you to look where you're heading.
Blog & Articles
Get Started on 2021 Now
On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.
Blog & Articles
Two Ways to Implement Reverse Mortgages in Moneytree Plan Projections
There are two methods to implement a reverse mortgage in Moneytree Plan.
Blog & Articles
Converting an IRA to Roth IRA in Moneytree Plan
Converting an IRA to a Roth IRA is simple, thanks to Moneytree Plan's highly flexible planning data.
Blog & Articles
What’s New with Moneytree
Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
