I think that from a client’s perspective, being in an advice relationship is rather like being a passenger on a ship captained by their financial adviser. When seas are calm and the sun is shining, it’s nice to enjoy a rapport with the ship’s captain, to share stories...
Part 2 of this series discussed the importance of setting aside assumptions based on experience with traditional methods of financial planning. The relationship you’re aiming to establish with your clients differs from the traditional financial planning...
A picture paints a thousand words, right? If your firm can learn to capture the essence of a client’s financial life in a picture on a single page, and then use that one page for every client meeting as the driving document underpinning your advice relationship, I...