In part 5 of our “Building an effective practice” miniseries with Steve Moore, we discuss how to go from giving only investment advice to providing wealth management advice. Matt and Steve discuss how to conduct a deep fact-finding meeting, different kinds of facts, and how to create a financial vision. Listen in as Matt Smith interviews Steve Moore on each habit in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/stop-providing-only-investment-advice/.