22min chapter

Financial Advisor Success cover image

Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass

Financial Advisor Success

CHAPTER

Personalized Financial Planning

This chapter emphasizes the importance of personalized financial planning through an intrinsic discovery meeting that focuses on clients' values and life goals. The speakers discuss creating a trusting environment, utilizing kinder questions, and structuring meetings to ensure meaningful dialogue and deeper engagement in the planning process. By prioritizing clients' aspirations over numerical data, the chapter outlines ways to transform the financial planning experience into a more tailored and effective journey.

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