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Plan For Now, Not The Future [174]
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Innehåll tillhandahållet av Elements Technology, Inc. and Reese Harper. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Elements Technology, Inc. and Reese Harper eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize.
Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success.
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