Financial Advisor Success Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings with Emily Biehler
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Nov 5, 2024 Emily Biehler, co-founder of TrailWise Financial Partners, specializes in profitable financial planning centered on client accountability. She discusses her innovative 'Find Your Path Workbook' that helps clients articulate their goals and values. Emily also highlights the use of asynchronous video messages for efficient client communication, enhancing engagement beyond meetings. Additionally, she emphasizes a structured fee approach to ensure transparency and value, making financial planning more accessible and accountable for her clients.
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Overwhelming Clients
- Michael Kitces recalls advisors finding numerous financial flaws in client plans, overwhelming them with recommendations.
- This often made clients feel discouraged, hindering action and necessitating simpler approaches.
Life's Distractions
- Client inaction often stems from the overwhelming nature of life outside the meeting room.
- Clients postpone implementation, hoping for a less busy period that often never arrives.
Structured Approach
- Implement a structured process and provide plan summaries to improve client understanding.
- Start with a documented checklist and a concise, narrative summary of key findings and action items.