Creating the Value Clients Really Want

With financial planning, technical skills are the minimum job requirement. Learning to do functional jobs like data gathering, analysis, and preparing the financial plan are essential.

Solving client financial anxieties is more difficult, which can leave you feeling like you aren’t bringing enough value to the client. On this Elementality podcast, Reese and Chad point out that what clients are really seeking is for their advisor to be able to balance both the functional and emotional jobs they require.