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Your Insights

  • investments, keeping client data safe, Matt Mercer, security
How to Monitor Your Investments

How to Monitor Your Investments

August 24, 2021

By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we manage any of your financial accounts, you likely have the option

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Secure Electronic Contribution

TPC Technology: Secure Electronic Contribution and Distribution of Funds

January 26, 2021

By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology and processes in 2021, we’d like to share a process that

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team approach

Top Three Ways TPC’s Team Approach Benefits Our Clients

January 26, 2021

By Andy Baxley, CFP®, CIMA® As you probably know, The Planning Center family has grown significantly in recent years. We now have a team of 26

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We Are All in This Together

December 16, 2020

By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The Planning Center. We have grown stronger as a Company and as

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tpc-technology-zoom

TPC Technology: Zoom – Thankful for Virtual Meetings with TPC Clients

December 16, 2020

By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in person client meetings and start working remotely in March, I believe

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Docusign

TPC Technology: Docusign – Making Paperwork More Secure and Efficient

December 15, 2020

By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked with us at The Planning Center

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