Planning

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

Is This the Best Retirement Planning Tool? – Go Health Pro

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Is This the Best Retirement Planning Tool? – Go Health Pro

Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial planning can feel confusing and even scary. That’s why I was excited to try out Boldin (formerly known as NewRetirement). If you’re someone who wants to know if you’re on… … Read more

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

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Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement – Go Health Pro

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. While this approach works for many clients, individuals who are 12 months away from retirement face a range of complex financial and emotional considerations. … Read more

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client … Read more

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

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Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more