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What You'll Learn In Today's Episode:

  • What Buckets and Guardrails allow you to do with clients in a down market.
  • Why you want to provide information with actionable advice.
  • How Buckets and Guardrails help clients understand their cash flow.
  • Why talking more about the market doesn’t add value to your meetings.
  • Why clients understand dollars, not percentages.
  • How having a Buckets or Guardrails report, clients understand making adjustments.

When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that they can control and take action on? On today’s episode, Matt and Micah will share how they’ve used Buckets and Guardrails to help their clients understand their cash flow and feel confident in their financial plan.

Listen in as Matt and Micah discuss how you can determine whether what you’re saying is to fill up space in the absence of value and how you can simplify your client’s reports in a way that makes sense. They’ll also share how they present reports to their clients and the importance of surrounding yourself with a network of advisors performing at the level you want to be.

Resources In Today's Episode:

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