The term “Open Architecture” is used to describe a financial planning strategy that allows investors to select from a wide range of investment products and services. This strategy gives investors the ability to tailor their portfolios to their specific needs and goals. Open architecture also provides investors with the flexibility to change their investment mix … Read more
The human-life approach is a financial planning strategy that takes into account the unique needs and circumstances of the individual. This approach emphasizes the importance of goal setting and planning for the future, and is tailored to the specific needs of the individual. The human-life approach is a holistic approach to financial planning that considers … Read more
The ability to understand financial plans is a critical skill for anyone who wants to be financially successful. A financial plan is a road map that shows you where you are today, where you want to be in the future, and how you can get there. Creating a financial plan can be a daunting task, … Read more
Definition and Example. A cross-sell is a marketing technique employed to encourage customers to purchase additional products or services related to those they have already purchased. For example, a retailer might offer a discount on a second pair of shoes to a customer who has just bought a pair of shoes from them. Cross-selling can … Read more
