How to Help Your Clients Make Their Financial Lives Easier
What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build…
Category: Financial Planning
Dealing With Clients Who Are Emotional About Money
Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made…
Reframing “Enough”: How to Give Clients Realistic Financial Advice
One of the most common questions financial planners get from their clients is the question of enough. You’ll get clients asking whether they have enough…
Shifting Your Perspective: What Do Your Clients Need Most From You?
The first part of serving your clients well is providing them with accurate, actionable financial information. But this is something that most financial planners can…
When the Market Dips: How to Handle Tough Conversations With Your Clients
Watching the market plummet is frightening, especially for clients who have a lot of their wealth tied to investments. It’s not always easy to talk…
Customer Service for Financial Planners: How to Go Above and Beyond for Your Clients
When people think about financial planning, many of them picture the official sessions that happen every month, quarter, or year. These sessions are when you…
The Tools I Use to Run My Financial Planning Firm
One of the most important parts of building your financial planning business is figuring out how to incorporate tools that will improve productivity and efficiency.…
Don’t Be Afraid to Do Your Own Thing: Unique Financial Planning Models
Whether you’re just starting out as a financial planner or are preparing for the next evolution of your career, one thing that you need to…
What Should You Do When Clients Ignore Your Advice?
Picture this: You work hard creating a financial plan for a client, and then they ignore it or do the opposite of what you recommended.…
