Sign up to save your podcasts
Or
Share Why “Financial Planning” Doesn’t Describe Your Value
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
View all episodes
By Jordan Haines, CFP®
4.8
3434 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.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,715 Listeners
Behind The Advisor
142 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Podcast
273 Listeners
Animal Spirits Podcast
2,002 Listeners
Wall Street Breakfast
1,016 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,068 Listeners
The Long View
877 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
749 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
18 Listeners