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Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary

Financial Advisor Success

CHAPTER

What's Happening in the Data Organization Process?

I make everybody do what I call just a data organization tool. So you gather the data, clients upload all their various stuff, you get some of the budging stuff sorted out. And then once you have the data, then you start applying the data to the planning model. Once you've gotten all the data in the planning model, that's when you bring in the softer side of finance and you look at,. okay, what do they actually want to get out of this? What did they put in their intake forms? What are some major things coming up? That's the actual casework is how do we make this work for them given what their priorities are?

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