Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
Behind The Advisor
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Is Your Financial Planning Process Adaptable?
I asked this question because I think about like I'm a huge fan of kinder and sort of the life planning that he does. Is your process, can you bring it down to size or is it really intended for those clients who have greater needs? He says if you create enough efficiency in your financial planning that becomes less effective and provides less value to the families that you serve. But before you can provide recommendations or implement in a client's best interest, you have to truly understand their interest.
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