

Economic Commentary
4 snips Apr 8, 2024
Matt and Micah discuss the importance of critical thinking in financial planning, avoiding market predictions and focusing on long-term trends. They highlight the value of questioning traditional practices, effective communication with clients, and streamlining advisor models for client benefit.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Challenging Conventional Norms for Client Value
01:57 • 2min
Effective Communication and Value in Financial Planning
04:12 • 15min
Long-Term Perspective and Portfolio Streamlining
19:03 • 4min
Strategies for Providing Value and Streamlining Models for Clients
22:49 • 3min