The Perfect RIA

DIYers, Navigating Challenges and Delivering Value in Client Interactions

Aug 18, 2023

This podcast discusses the effectiveness of the one-page financial plan in demonstrating value to prospects, the challenges of creating it, and the importance of showcasing value. It also explores overcoming obstacles for success in business and the changing attitudes towards meetings with potential clients and charging for prospect appointments.

11:55

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Quick takeaways

Delivering massive value to clients in meetings involves answering every question, providing actionable advice, and focusing on client goals rather than just investments or estate planning.

Charging for prospect appointments can help advisors filter and prioritize prospects, ensuring a focus on those genuinely interested in their services, while also providing value and guidance to DIYers.

Deep dives

Delivering Massive Value in Client Meetings

In this podcast episode, the importance of setting expectations and demonstrating value in client meetings is discussed. The hosts emphasize that the primary goal in meetings should be to deliver massive value to clients. They suggest answering every question within the meeting timeframe and providing actionable advice that clients can take immediate action on. The episode also highlights the need to focus on client goals, rather than solely discussing investments or estate planning. The concept of a one-page financial plan is introduced as a concise and effective way to communicate value and guide clients towards their goals.

Introduction

4min

Challenges of Creating a One-Page Financial Plan and Showcasing Value

2min

Overcoming Obstacles and Delivering Value in Business

3min

Navigating Challenges and Delivering Value in Client Interactions

3min

Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their goals.

We’ll also recap an inspiring journey to success with a focus on doing the work and being intentional in achieving one's financial ambitions.

Also, have you considered charging for prospect appointments? By charging for their time, advisors can filter and prioritize prospects, ensuring a focus on those genuinely interested in their services.

Listen in to this week’s highlights and action items.

This week's episodes:

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

Fricken DIY’ers

https://bit.ly/3Qsn7Es