If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re experienced. You’re intelligent. You’re accountable.
Advisors are frustrated with their tech stack. A recent Michael Kitces survey noted that, overall, advisors report a satisfaction rate for their entire tech stack at 7.3 on a 10-point
Your clients have complex financial lives, and that includes their taxable, tax-free, and tax deferred income strategies. Distribution strategies are highly personal. For example, your clients may hold a charity
