Are You Offering These Core Financial Planning Services to Your Clients? Here's Why You Should.

13 Jul 2022

Chart from Cerulli Associates of RIAs and what services they offer in 2021

When we saw the results of the 2021 Cerulli Associates survey of RIAs, we were not surprised that more than 80% of those surveyed offered retirement income planning and retirement accumulation planning. On the other hand, far fewer RIAs were offering services that we consider part of core planning—including tax planning, educational funding, estate planning, and insurance needs analysis. 

This survey helped inspire our June 2022 Finlocity presentation, “How to Make Financial Planning a Breeze for You and Your Clients”. Ted Denbow, VP/Head of Sales, walked through a case study showing how advisors can address these important services easily within RightCapital’s financial planning software, services that 4/10 RIAs are not offering.