I was recently in a meeting with one of my clients and their CPA when they declared that they no longer wanted to use the strategy they had been using for over ten years. After some discussion, it became clear that what they were really saying was “we don’t see the value in this strategy.” In other words, the issue was not with the strategy—the issue was with the client's understanding of the strategy. So, in this episode, I’m diving into why keeping things simple can actually add value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/30cmabi

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If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan