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 25: Things Nobody Says
Ep 24: Are Variable Annuities The Canned Tuna Of The Financial World?
Ep 23: Is Diversification for Suckers?
Ep 22: 401k FAQs
Ep 21: Addressing Specific Retirement Concerns Of Baby Boomers
Ep 20: 20/20 Hindsight
Ep 19: This One’s On The House
Ep 18: Are These Rules Full Of Bull?
Ep 17: Financial Issues Particularly Challenging For Women
Ep 16: Retirement Ready: Are You Clinging To False Hope?
Ep 15: Survival Guide: Lessons Learned For The Next Stock Market Crash
Ep 14: What Mark Twain Can Teach Us About Money
Ep 13: Traditional IRA vs. Roth IRA
Ep 12: How to Avoid Critical Retirement Planning Mistakes
Ep 11: Should You Be Wary of Some of Dave Ramsey's Advice?
Ep 10: Best Intentions, Bad Advice
Ep 9: Coronavirus Market Update + Next Steps
Ep 8: Worst Financial Products
Ep 7: Coronavirus Update & Retirement Planning Stages
Ep 6: Setting Retirement Goals & The Perfect Plan
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