Devin started with Advicent in the support department, working with existing partners to help them leverage our tools. Now on the Advicent sales team, he works to help advisors find the solutions that best suit their needs. Devin believes that, in any aspect of life, a well-made plan provides freedom. He is here to enable advisors to help their clients achieve financial freedom.
The only way to foster genuine loyalty from your clients is by earning it. As Seneca the Younger said, “Loyalty bought with money is overcome by money.”
A number of articles have been written extolling the virtues of cash flow planning as part of the financial planning process. After years of speaking with advisors, I’ve heard many misconceptions regarding the cash flow planning portion. In hope of clearing this up, here are the five most common cash flow planning myths that I’ve run into.
In a broad sense, client segmentation is the process of using key traits to divide your client base into groups of similar individuals.
Everyone has their own “get to know you” process for prospects. This is your opportunity to learn about their needs and to show the value you can bring to them
When it comes to a digital strategy, many advisors are not so prepared.