Resources
Watch Finergy's top blogs & videos to stay updated with best practices in financial advisory, from goal-based planning to client trust and running a smarter practice.
Blogs
Comparing Financial Doctors to Medical Doctors
Medical doctors are highly valued consultants who help people stay physically well; financial doctors do the same for a client's money. A look at the systematic, trust-building process medicine can teach financial advising.
26 Apr 2023 · myfinergy.comImportance of Personal Branding for Insurance Agents
As consultants, insurance agents rely heavily on their personal brand and reputation to attract and keep clients. Four practical steps to build a brand that earns trust before the first pitch.
27 Apr 2023 · myfinergy.comWhy Financial Advisors Should Adopt Technology?
Good advice alone isn't enough anymore. The top reasons technology-adopting advisors see better efficiency, a stronger client experience, sharper insight, and lasting competitiveness.
28 Apr 2023 · myfinergy.comVideos
The full walkthrough on why leading with a client's goals changes the entire advisor conversation.
The full session on what separates advisors who scale their practice from those stuck relying on referrals alone.
The full breakdown of common financial-planning mistakes advisors should help clients spot and avoid early.
Shorts
A quick primer on why leading with a client's goals changes the entire advisor conversation.
Practical tips for building client trust early, before the first product is ever mentioned.
What separates advisors who scale their practice from those stuck relying on referrals alone.
Why adopting the right technology is now a competitive necessity, not a nice-to-have, for advisors.
Common financial-planning mistakes advisors should help clients spot and avoid early.