Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
00:00
Why I Don't Use Financial Planning Software
The roots of financial planning software was to show a client their current trajectory because you know it's going to be not on track. A lot of them can't do historical net worth, so I cannot show you since you become a client, your net worth has changed this amount over time. And some of them are starting to build some tools for it now finally but it still doesn't necessarily go backwards. Like we're all just like making these numbers, you know, and we assume that their income just goes up like three percent a year or something,.
Transcript
Play full episode
