DIYers, Navigating Challenges and Delivering Value in Client Interactions
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their goals.
We’ll also recap an inspiring journey to success with a focus on doing the work and being intentional in achieving one’s financial ambitions.
Also, have you considered charging for prospect appointments? By charging for their time, advisors can filter and prioritize prospects, ensuring a focus on those genuinely interested in their services.
Listen in to this week’s highlights and action items.
This week’s episodes:
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
Recommended Podcast
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
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Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
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