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You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
Wealthy or not, every client has the same question: “Am I going to be okay?”
Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
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By Matt Halloran, CRO at ProudMouth
4.6
3737 ratings
Wealthy or not, every client has the same question: “Am I going to be okay?”
Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
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