THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
Action is what counts. Implementation is better than knowledge.
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Technology should be a genius assistant so Advisors can add more value to their clients.
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Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
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Great processes are really for your team, not for the advisor themselves.
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Rules of thumb don't cut it, you have to understand the nuance for your clients
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There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?
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Transparency is the key, it's about letting people know up front what you do and how you are compensated
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Tying the estate planning process to other life events and milestones is a great way to keep the focus on the bigger goal estate planning looks to address.
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Great marketing is about helping someone move away from pain and towards pleasure.
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It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
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