Why we called it "Guides"
A dashboard is something you glance at. A snapshot is a moment in time. But a guide has a job. It's useful, it's intentional, it meets you where you are and shows you what matters.
Become a Better Planner
one day at a time
Financial planning and practice insights for financial advisors and the clients they serve
— Taylor Stewart, CFP
Introducing Guides: Present Financial Plans the Way Your Clients Deserve to See Them
You don't give every client the same advice. You shouldn't present it the same way either. Until now, most financial planning tools showed all of them the same dashboard. Guides changes that.
The 6 variables you can control
Financial planning can be overwhelming, but there's only six variables you can actually control.
12 core questions of financial planning
There are 12 questions you should be able to answer about your financial life.
Debate Settler #1: Investments vs Insurance arguments on LinkedIn
The “conversations” between the insurance and investment sides of the industry are the same thing over and over.
I think we can settle this now.
The Golden Rules of Marketing
A running list of marketing principles for us advisors to follow.
The advisor who schedules no client meetings
I met an advisor whose goal is to schedule no client meetings.
Personal finance is simple but hard
Personal finance is pretty simple. If you save 20% of your income, have proper liquidity, carry basic insurance (home, auto, liability, life, disability), and invest your long-term money in a low-cost diversified index fund (and don’t sell), you’ll probably be just fine.
The video with a 100% close rate
The video on my Ataroke homepage has an almost 100% close rate.
The 5 Changes in a Financial Plan
Clients want to know what they need to do next.
But what does that actually mean? What do they actually care about? How do you identify those items? And most importantly, how do you communicate it with them?