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What You'll Learn In Today's Episode:

  • Why working with international clients involves a different type of technical knowledge.
  • How accountability helps in masterminds.
  • How the Global Financial Planning Institute can help advisors who are interested in working with international clients.
  • That you can’t become an expert by reading a blog or forum post.
  • How stepping outside your lane could cost your clients money.

Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just because you have a specific focus, it doesn’t mean it will resonate with others. On this week’s episode, Matt is joined by Ashley Murphy, an advisor and the creator of the Global Financial Planning Institute, where he focuses on helping others who work with national and multinational clients.

Ashley will share how he created the Global Financial Planning Institute out of his desire to fill a gap in the education and community for advisors working with international clients. Matt and Ashley will also discuss how in addition to technical expertise, you need to be able to communicate effectively with your clients and how taking on clients that aren’t within your area of knowledge is not in their best interest.

Resources In Today's Episode:

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