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Plan For Now, Not The Future [174]
Manage episode 429489675 series 3558245
Indhold leveret af Elements Technology, Inc. and Reese Harper. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Elements Technology, Inc. and Reese Harper eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize.
Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success.
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