Just like no one can predict the timing of the market, neither can illness or death be predicted.
Get to the heart of your clients’ financial priorities without making them feel judged.
When it comes to financial planning, we want to focus on the things we can control while managing our exposure to the things we can’t.
The next few articles will be about something I call the Goals-Based Construct. It’s composed of three phases—Dream, Prioritize, and Plan. When meeting with clients, especially new clients, this three-step process can help them get excited about and engaged in their financial planning—so it feels less like flossing teeth and more like an adventure. This…
Financial advisors who develop their technical skills are in the best position to protect their clients.