Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets the foundation for a successful and fulfilling relationship. We explore the pivotal role communication plays in understanding and aligning with clients' financial goals, aspirations, and risk tolerance. By effectively managing expectations, CFPs can create a personalized financial plan that not only meets their clients' needs but also exceeds them.
Additionally, we explore the long-term benefits of managing expectations, such as building trust, fostering loyalty, and ultimately nurturing mutually satisfying relationships.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
Stay Connected With Us:
Podbean: findingtruewealth.podbean.com
YouTube: / @peakwealthmgmt
Apple: rb.gy/1jqp6 (Trust the Plan Podcast)
Facebook: Facebook.com/PeakWealthManagement
Twitter: Twitter.com/nhopwood1
www.peakwm.com
EP 052: Nick's Personal Financial Plan for 2019
EP 051: NYT: Think Your Retirement Plan is Bad? Talk to a Teacher
EP 050: Facebook Guy
EP 049: Two Planners with Dramatically Different Results
EP 048 Brian Cook of MGOBLOG
EP 047: Why Work with a CFP®
EP: 046 The Value of a Professional Fee
EP 045: Nash Equilibriums with Jim Pilat, AIF®
EP 044: Retirement Funding Priorities
EP 043: 2018 Peak Halftime Report with Ben Lavine
EP 042: Some Planners Don't Plan
EP 041: Rick Guttersohn of New Hope
EP 040: Business Law, Entrepreneurship, Venture Capital, and Private Equity with Rick Hoeg of Hoeg Law
EP 039: Estate Planning Mistakes with Marc Wander of the Marc Wander Law Firm
EP 038: The Refinancing Addiction with Shawn Presnell of Academy Mortgage
EP 037: Long Term Care Insights with Michael Tepper
EP 036: Social Security Disability with Atty Jason Steinhelper
EP 035: I Have $1 Million. Is that Enough?
EP 034: Nick Joins the Finding Flow Podcast
EP 032: Social Security - The Decision of a Lifetime
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