Chapter 3

The Future of Financial Planning Software and the New Client-Advisor Relationship

Linda Strachan, PhD

Vice President, Product Management, Zywave, Inc.

Kory Wells

Product Director of Data Analytics, Zywave, Inc.

The best financial planning has never been about the software; it’s always been about the story—a story that, with the help of software, the advisor helps the client define, understand, and achieve. As advisors search for new ways to deal more efficiently with more clients, powerful forces are now changing the story and the way to leverage it profitably.

Like professionals in most businesses, advisors are striving to deal more efficiently with more clients, thus increasing productivity and profitability. It’s no secret that software ...

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