What “Financial Freedom” Means to Your Financial Planning Clients
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
Category: Financial Planning
4 Tips to Help Your Clients Handle Financial Conflict With Each Other
Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with…
4 Questions to Ask to Help Clients Set Financial Goals
As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients…
How to Plan a Productive Financial Planning Client Meeting
Meetings with your clients are a crucial aspect of financial planning. But what exactly should those client meetings entail? How can you use your time…
5 Questions to Ask to Help Clients Build a Budget
When it comes to personal finance, having a budget is essential. In fact, budgeting often seems so “basic” to us that we often assume our…
How to Choose a Financial Planning Firm as a CFP® Professional
Looking for a new job may always feel a bit intimidating, but it can be especially overwhelming when you’re just starting your career as a…
Common Client Woes, Part II: Financial Planning Myths About Income Level
As we continue our series on persistent financial planning myths, let’s talk about the idea that our services are only available to people with “extra”…
How to Disagree With a Financial Planning Client
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…
Common Client Woes: Financial Planning Myths Part I
As financial planners, our job is to help our clients learn new things about money and how to manage it well. We’re walking them through…
Building Trust and Growing the Financial Planner-Client Relationship
Trust is at the center of a healthy, productive financial planner-client relationship. But how do you actually build that trust? And how do you maintain…