42 - Clients or Customers?
TRAP: The Real Adviser Podcast
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Tailoring Financial Planning for Client Needs
The chapter emphasizes the importance of tailoring financial planning to address individual client pain points and educating them gradually on comprehensive financial plans. It discusses transitioning from transactional business to holistic financial planning for a more impactful client experience, regardless of whether advising for a firm or running their own business. The conversation delves into managing income portfolios, optimizing capital gains taxes, and recommending useful resources for financial advisors like podcast episodes and a new app for book summaries.
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