Rachel has a background in Advicent’s Training and Business Analysis teams. She has completed all of the coursework towards her CFP and plans to do the same for the ChFC. She genuinely enjoys planning and solving complex problems with financial technology, especially NaviPlan.
It is no secret that FinTech has fundamentally re-shaped not only how advisors interact with clients but also client expectations of the services offered.
By now, this pesky little acronym is receiving eye rolls and the same irritated reaction many people experience when hearing the same song on the radio for the thousandth time.
The hottest topic on this year’s financial advisor conference agenda has been the DOL’s fiduciary rule.
Financial planning enterprises, despite their differentiators, at many times are plagued by the non-unique profitability killer of wasted time.
In this video, you will learn how to create a NaviPlan retirement report, beginning with Forecaster assessment and promoting it to a level two plan in just a few minutes.