The Truth Behind the Question “How Am I Doing?”

Advisors are approached by clients for a variety of reasons, but usually there's a financial pain they're trying to solve. However, one question often stands out, “How am I doing?”

On this episode of Elementality, Reese and Chad discuss why clients look for confirmation that their financial life is on track—and for reasons to be confident in the advice they are receiving. This is not a financial question with a quantitative answer. Find out how to articulate the value you provide when you answer.