The key to any relationship is good communication and it’s no different for a financial advisor and their client. Everything we do relies on being able to effectively convey information and clearly lay out a plan that everyone understands.
To celebrate June being effective communication month, we wanted to talk about our process for communicating with clients and how that’s changed since we first got into the financial profession more than 15 years ago. With more and more people moving to virtual communication, it changes our approach and we’ll tell you how we try to meet people where they’re most comfortable.
Here’s some of what we’ll discuss in this episode:
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Ep 45: Living The Dream: Planning The Non-Financial Retirement Stuff
Ep 44: Should You Follow These Dave Ramsey Tips on Retirement?
Ep 43: Financial Mistakes Couples Often Make
Ep 42: Just What The Financial Doctor Ordered
Ep 41: How Age & Wisdom Play Into Financial Planning
Ep 40: It's Just a Joke
Ep 39: 5 Things You Must Know About Decumulation To Retire Successfully
Ep 38: Understanding The Three Worlds Of Money
Ep 37: Learning Through Uncommon Sense
Ep 36: Do Retirees Really Need Life Insurance?
Ep 35: Describing Retirement
Ep 34: Financial Double-Edged Sword
Ep 33: Are You Flirtin’ With Disaster?
Ep 32: Lessons Learned From The Richest Musicians
Ep 31: This is Why You Never Assume
Ep 30: How Women Can Make Sure They’re Involved In Financial Decisions
Ep 29: Should Parents Involve Children In Making Financial Decisions?
Ep 28: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
Ep 27: Where All My Financial Knowledge Comes From
Ep 26: What Drives Your Financial Advisor Crazy?
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