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A tactical resource for becoming a better financial planner, from planning and practice management to workflows and your tech stack.
Feature
How Dora connects client information, AI models, financial calculators, and advisor approvals to help financial advisors think through plans and carry out decisions.
September 9, 2026
Spending Tracking, Built Into the Plan
Practice Management
The Question That Makes Your Advisory Practice Easier to Run
Kerdora Launches Dora: The AI Planning Agent That Lives Inside the Client Plan
Introducing Guides: Present Financial Plans the Way Your Clients Deserve to See Them
Why we called it "Guides"
Planning
The 6 Variables You Can Control
The Advisor Who Schedules No Client Meetings
Marketing
The Golden Rules of Marketing
Opinion
Debate Settler #1: Investments vs Insurance Arguments on LinkedIn
The Video with a 100% Close Rate
The 5 Changes in a Financial Plan
Core Questions of Financial Planning
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