Why Real Planning Is Ongoing Planning

Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. A good financial plan needs to take into consideration a client’s aspirations. And it takes a steady stream of client interactions over a long period of time to help them reach those dream desires.

On this episode of Elementality, Reese and Chad discuss how your real value is reinforced when you take the role of ongoing advisor, behavioral coach, and even counselor for your clients.