Blog Archive: June 2017

The influential financial planning writer reports that Everplans “sets a tone” in the financial advisor/client relationship.

In the July 2017 Insider Information newsletter, Bob Veres offers an overview of Everplans in a feature entitled “Life Management Portals.” The synopsis for the article states that the “traditional client portal is morphing into something much more useful and comprehensive.”

In an article entitled “Looking For New Clients?” the respected news source for advisors explains how Everplans Professional is a valuable business tool to maintain and grow your client base.

Writer Joel Bruckenstein explores the number of disruptions facing the advisory world when it comes to technology, lead generation, and finding new referral sources. Among the solutions he offers to keep a business on track is Everplans. Here are some of the highlights: