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RazorPlan
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In the Real World, Simplification is Valued Over Complication
In the Real World, Simplification is Valued Over Complication

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Practice management with intentional actions based on strategy, regular review, and course corrections are key. These articles will help savvy firms plan and adjust practices as needed to stay relevant, now and in the future.
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Every financial advisor should read this book and relate the ideas and stories to how they run their financial advice business. RazorPlan CEO Dave Faulkner provides his review of this book from the perspective of a financial advisor.
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Our series of articles profiling advisors continues with a look at the technology that advisors are using to run their practices.
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We have identified 6 situations where you should work with a professional financial planner.
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We recently conducted an "Advice and Retirement Income Study" to understand the impact all related fees could have on the after-tax retirement income of an investor in today's dollars, adjusted for inflation. The goal of the study was to compare the cost of using a robo-advisor to using a financial advisor that is providing professional advice.
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Second article in our financial professional series. Noel D'Souza of Money Coaches Canada says technology is a ‘huge’ factor in the relationship he has with his clients.
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Christine Williston of Money Coaches Canada likes the simplicity of RazorPlan. Here's how she's using it to innovate and grow her financial planning business.
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Check out how Razor Logic Systems CEO Dave Faulkner is talking to his clients about small business taxation. You can download the presentation and use it to talk to your small business owner clients that have questions about changes in tax legislation.
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Here is an analysis of the proposed tax changes for Small Business owners.
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We have compiled a list of top influencers, both individuals and publications/organizations, who are regularly consulted on financial issues in Canada.
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