What You'll Learn In Today's Episode:

– How to correctly communicate with clients about their financial plan.
– What documents you should use in a financial plan.
– How to know what a client values.
– The importance of having your client understand their financial plan.
– What should absolutely be in a plan.
– How to identify direct goals for your clients.

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.

Listen in as the guys explain the importance of having obvious advice in your financial plan so that your clients are not left wondering about their next steps or options. You will learn how to effectively communicate with your clients so you can identify their values and why it’s crucial to ensure they are a part of the process.