In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphasizing the need for advisors to simplify processes and proactively engage with clients. The conversation covers various strategies for implementing value adds, overcoming complacency, and addressing the fears that prevent advisors from raising fees or changing their practices. The hosts provide practical examples of effective value adds, such as beneficiary reviews and buckets reports, and highlight the significance of regular communication and proactive planning in building strong client relationships.

You're Choosing Not To Deliver Value  [Episode 362]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

 

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Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.