Do you have your line in the sand that you know you won’t cross with your clients? What happens if they cross that line or if they don’t take your advice? Have you thought about how you need to approach your aging clients or clients with aging parents to discuss how they want to plan their future care? What about your prospects? Are you working with the right people or do you think that anyone who hires you is the right client? Listen in as we recap this week’s highlights and action items.

Recommended Podcast

Why Two Advisors Decided to Spill Their Secrets

Transforming the financial advising industry.

See More

Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

The evolution of The Perfect RIA podcast.

See More

Estate Planning: From Checkbox to Cornerstone

Client engagement and setting expectations with estate planning.

See More

Contact Us