At Bulfinch, we provide a team-based structure that works closely with the advisor to ensure that training, including learning and development, are part of the onboarding curriculum. We also have a dedicated marketing team that will work with the advisor to help brand, promote and market the practice to varying target markets.
At The Bulfinch Group, our mantra is "while you are in business for yourself, you are not by yourself."
The Living Balance Sheet®(LBS®) — Your Planning Tool:
We show your clients the big picture — we believe your clients deserve a complete picture of their financial life. LBS easily captures and organizes client data to create that simple financial picture for clients. From there, you strategize on how to optimally build and protect the future they aspire to, understanding how individual financial decisions work together.
The Living Balance Sheet® is a financial planning software platform owned by Guardian Life running off the eMoney platform.