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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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Your Richest Life Celebrates 11 Years

Your Richest Life

Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. Check out the recaps of previous years here.

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Elevate Your Game: New Financial Advisor Prospecting Methods

Midstream Marketing

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

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Eight Years of Your Richest Life

Your Richest Life

In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

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Your Richest Life Celebrates Nine Years

Your Richest Life

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

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Your Richest Life Celebrates Ten Years!

Your Richest Life

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row.

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Advisors Share 5 Ideas to Make Onboarding More Inclusive

eMoney Advisor

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning.

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