{"id":1512,"date":"2018-08-09T12:03:36","date_gmt":"2018-08-09T17:03:36","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=1512"},"modified":"2020-02-22T07:09:58","modified_gmt":"2020-02-22T12:09:58","slug":"a-new-way-to-think-about-visually-dynamic-tools-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/a-new-way-to-think-about-visually-dynamic-tools-for-financial-advisors\/","title":{"rendered":"A new way to think about visually dynamic tools for financial advisors"},"content":{"rendered":"<p><span style=\"color: #000000;\">As noted in an article from <a style=\"color: #000000;\" href=\"https:\/\/www.wealthmanagement.com\/technology\/visually-dynamic-tools-how-they-benefit-clients-and-advisors\">WealthManagement.com<\/a>, visually dynamic tools with a great education message are a huge weapon for advisors in the modern world. With the kind of advancements we\u2019ve made in fintech, it\u2019s no surprise that investors of today are very much visual learners. We have so many tools that can provide a unique and educational experience to investors available to us. It\u2019s clear that advisors that have creative and visually captivating tools will have a clear edge in gaining and retaining clients in the future.<\/span><\/p>\n<p><span style=\"color: #000000;\">A visual and vivid explainion of risk to clients is a big piece of what we like to do at Larkspur-RiXtrema. Designing tools for financial advisors to explain to clients easily and effectively is a critical piece for any financial professional to have in their toolbelt. See how Portfolio Crash Test can explain risk in an extremely illustrative way to any investor:\u00a0<\/span><em><strong><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.rixtrema.com\/blog\/video-relate-to-clients-dreams-and-fears-as-a-retirement-plan-advisor\/\">Video: Relate To Your Client\u2019s Dreams and Fears as a Retirement Plan Advisor<\/a><\/span><\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for advisors in the modern world. With the kind of advancements we\u2019ve made in fintech, it\u2019s no surprise that investors of today are very much visual learners. We have so many tools that can provide a&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/a-new-way-to-think-about-visually-dynamic-tools-for-financial-advisors\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":1513,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[195,200,37],"tags":[7,12],"class_list":["post-1512","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-advice","category-prospecting","category-technical-advice","tag-financial-advisor","tag-financial-advisors"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/home-banner.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A new way to think about visually dynamic tools for financial advisors<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/a-new-way-to-think-about-visually-dynamic-tools-for-financial-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A new way to think about visually dynamic tools for financial advisors\" \/>\n<meta property=\"og:description\" content=\"As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for advisors in the modern world. With the kind of advancements we\u2019ve made in fintech, it\u2019s no surprise that investors of today are very much visual learners. We have so many tools that can provide a... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/a-new-way-to-think-about-visually-dynamic-tools-for-financial-advisors\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2018-08-09T17:03:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-22T12:09:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2018\/08\/home-banner.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1512","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=1512"}],"version-history":[{"count":3,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1512\/revisions"}],"predecessor-version":[{"id":6113,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/1512\/revisions\/6113"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/1513"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=1512"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=1512"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=1512"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}