Bob Powell Announces New Advisor-Ready Planning Tools in Development at finstream.tv
Bob Powell, editor of finstream.tv, announced that a new suite of practical, advisor-ready planning tools is currently in development. The tools are designed to help financial advisors have better client conversations—and ultimately support stronger financial outcomes.
The goal is not automation or product placement. Instead, the tools are intended to help advisors:
Frame tradeoffs clearly
Surface blind spots
Guide clients through high-impact financial decisions
“These tools aren’t meant to sell products, prescribe one-size-fits-all solutions, or replace professional judgment,” Powell said. “They’re designed to support the planning conversation—bringing clarity, structure and confidence to decisions that matter.”
Built for Real Planning Conversations
The growing tool suite is being designed around the types of conversations advisors already have with clients, particularly where complexity, emotion or uncertainty can derail good decision-making.
Initial focus areas include:
Behavioral biases
Helping advisors identify behavioral patterns that can undermine sound planning—and providing a structured way to discuss how those biases can be managed over time.Alternative investments
Supporting more thoughtful evaluation of whether alternatives belong in a portfolio, including how to weigh risk, liquidity, complexity and client suitability.Roth conversion analysis
Helping advisors frame the tradeoffs around when to convert, how taxes factor in, and what the long-term implications may be across retirement.
Designed to Evolve With Advisor Needs
The tools will continue to expand to reflect how advisors work with clients across:
Retirement income planning
Tax strategy
Estate planning
Behavioral coaching and decision support
Rather than dictating answers, the tools are intended to help advisors ask better questions and guide clients through decisions with lasting consequences.
Advisors Invited to Shape What Comes Next
Powell emphasized that advisor input will play a key role in shaping future development. He is actively seeking feedback on:
Where clients most often get stuck
Which planning conversations feel hardest to navigate
What tools would make advisors more effective and efficient
The objective, Powell said, is simple: help advisors do what they already do best—better.