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The Perfect RIA
How Investments Work With Your Clients [Episode 255]
May 6, 2024
Explore how to prioritize client-centered financial discussions on cash flow, risk management, and taxes over investment details. Learn how to align investments with clients' goals and values, avoiding the 'playing office' syndrome. Discover strategies for effective communication and setting boundaries in financial planning. Dive into the importance of holistic financial planning and structured investment reviews for client success.
29:03
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Quick takeaways
- Investments should align with comprehensive planning for clients' financial goals.
- Advisors should shift focus from unnecessary investment details to address real client needs.
Deep dives
Investments Should Be Ancillary to Financial Planning
Investments should be considered as a tool to achieve financial goals rather than the main focus of financial planning. The podcast emphasizes the importance of addressing cash flow, risk management, taxes, and income before delving into investment discussions with clients. By prioritizing comprehensive planning, advisors can ensure that investments align with clients' overall financial objectives.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode