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18min chapter
Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller
Financial Advisor Success
Optimizing Financial Planning Assessment
The chapter explores the importance of effective communication in financial planning within households, covering topics like bill management, income planning, investments, and debt. It also discusses the significance of understanding clients' past experiences in seeking help for financial advice to build trust and navigate potential barriers. The chapter delves into the process, cost, and customization involved in creating a financial planning assessment software to track client progress and accelerate financial independence.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode