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.

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Introduction

00:00 • 4min

Reframing Investments as a Tool for Financial Goals

04:28 • 2min

Aligning Investments with Clients' Financial Goals

06:13 • 16min

Navigating Client Investment Requests and Professional Development

22:42 • 4min

Structured Investment Review and Planning Process

26:56 • 2min