Sign up to save your podcasts
Or
Share You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
View all episodes
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.
More shows like Top Advisor Marketing Podcast
View all
BiggerPockets Real Estate Podcast
16,808 Listeners
Between Now and Success
106 Listeners
Tax Smart Real Estate Investors Podcast
420 Listeners
The Martell Method w/ Dan Martell
326 Listeners
Financial Advisor Success
706 Listeners
The Game with Alex Hormozi
4,302 Listeners
The Perfect RIA
457 Listeners
Small Business Tax Savings Podcast
247 Listeners
Financial Advisor Marketing Podcast
91 Listeners
The Compound and Friends
2,048 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
227 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
8,736 Listeners
Barron's Advisor
104 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
50 Fires: Money and Meaning with Carl Richards
190 Listeners