How to Get Your Clients Engaged in Planning

Does it fluster you when a client doesn’t implement their financial plan? The planning process grinds to a halt and you’re left wondering what more you could do to motivate them.

On this episode of the Elementality podcast, Reese and Chad discuss why each client should feel they are a crucial part of the planning process. Find out how clear communication from you and open collaboration with them results in clients who are more involved in their own financial health.