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13min chapter
Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller
Financial Advisor Success
Holistic Financial Planning Assessment
The chapter delves into creating a comprehensive financial planning assessment focusing on qualitative and quantitative aspects like income sources, debt management, estate planning, and asset protection. It discusses assessing clients' progress over time using a scoring system, mirroring a credit score, to track financial well-being. The conversation emphasizes the importance of visual representations and discussing actionable steps to improve clients' financial stability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode