Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it’s important to understand the whole story. Today Matt and Micah will go over some of the most valuable takeaways from their conversation in Episode 28 with Ed Slott. Ed’s detailed and practical training has been a huge game changer for financial planners, and this episode breaks down some of the most important things he shared.
Listen in to get examples of what it looks like to add the types of services Ed mentioned and how to implement them so that clients have as much clarity and peace as possible. From tax planning to showing clients how things will play out beforehand, you’ll learn how to properly demonstrate and communicate these services in order to get the best outcome for you and your clients.