How Personal Financial Management (PFM) Radically Improves Advisor Performance

An investor’s ability to aggregate, organize and analyze an often-overwhelming amount of information is increasingly critical to building a long-term relationship. A knowledgeable investor is an empowered investor. Adding innovative tools to a wealth management practice makes it easier to include them in the decision-making process, leading to a deeper, richer advisor-client relationship and a more satisfying saving and investing experience overall. One area of specific opportunity is personal financial management (PFM), which is a thorough understanding and awareness of a client’s savings, assets and investments to maximize outcomes.


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