Shareholder engagement is a fundamental aspect of impact investing. Your clients, as shareholders in public companies, can leverage their ownership to communicate with leadership.

As we get started in 2022, now is the time to ensure that your financial planning practice is ship shape and ready for the year ahead. This week we’re sharing five action items to get you off to a quick start in both your financial planning practice and for your clients.

With what seems like an onslaught of endless crises, clients have begun asking about what they can do to help bring about more positive change. Beyond donating to charities or allocating time to volunteer, are there other actions they can take to make a difference?

It’s rare to have a pension plan these days and those without pensions may not have access to a retirement plan through their work either. Not only does this present an issue for middle and upper-income individuals, but it’s also a real problem for lower income individuals especially those in underserved communities.

My career as a financial planner was shaped in my annual tax meetings with my CPA. One year I mentioned to her I really liked taxes, but specifically how a person could be strategic in their finances with tax planning.

Crafting your client base can be a daunting task, but simplifying it to a system that’s easy to digest will streamline your search process. The “ABC” system that I use is interlinked, as each component depends on, and thrives off one another.

Financial planning for the LGBTQ+ community embodies a wide range of topics like marriage decisions, financial protection, family planning and legacy planning.

Being an advisor in 2021 has introduced us to countless new digital tools that allow us to optimize our client service. Although our focus on technology has grown, it’s important to remember that our most valuable tool for success remains the ability to connect.

Now is the perfect time to check in with your clients and remind them what financial planning really is and begin to tie their investment reviews into their financial plan.

Asking good questions is an essential skill to building trust with the people you serve and advise. Here are seven questions to help you establish a personal connection with clients.

Not sure how exactly you’d overcome some of your challenges? We’ve all been there. Consider connecting with a more experienced advisor, joining a financial services association such as the Million Dollar Round Table.

College cannot possibly teach you all there is to know about financial planning. The education must continue after the degree is in hand. Here are four resources to help develop a deeper knowledge-base of the financial planning profession.

If we have learned anything during this last year its how to keep connections thriving and growing in a virtual experience. The NexGen community’s No. 1 goal is to constantly be building new & lasting connections for its members.

As a planner, have you taken a moment to ponder the question, “Who do you serve?” If not, please do. A few probing questions that helped guide me were: What lights my fire? Working with which type of clients would excite me? Is there a type of client that does not bring me joy?

Summer is often a missed opportunity for many students. While many peers will use the summer break as an opportunity to take a road trip or visit family, the summer is an important period for serious students to get ahead on their studies and qualifications for financial planning work.

Your preferred financial news source is always talking about the next wave sweeping over the financial advisory profession. That’s with good reason, technology has made access to different ways of doing business much more possible in the 2010s and 2020s than they ever were before.