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Why "Financial Planning" Doesn't Describe Your Value
Clients rely on you to ease some of their stress by taking on their financial jobs. You need to help them see your value through that lens.
On this episode of Elementality, Reese and Matt explain why the term "financial planning" doesn't reflect all of the work being done—and why you need to detail the jobs you do for clients so they realize the value you provide.
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By Jordan Haines, CFP®
4.8
3535 ratings
Clients rely on you to ease some of their stress by taking on their financial jobs. You need to help them see your value through that lens.
On this episode of Elementality, Reese and Matt explain why the term "financial planning" doesn't reflect all of the work being done—and why you need to detail the jobs you do for clients so they realize the value you provide.
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