When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that adjustments can be made and they can still feel confident in their plan? How much do you think about the words that you use and the habits in your life? If you’re working in a family firm and will be transitioning a book of business, have you thought about what plans need to be discussed and put in place? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

Financial Undressing: What Your Practice Valuation is Really Wearing

Understanding your practice’s value.

See More

Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

Common Mistakes in Practice Valuation

See More

You’re Not Taylor Swift [Episode 299]

The Humble Advisor: Learning from Others

See More

Contact Us