You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 27 Dec 2022
- Episode Link
- https://proudmouth.com/podcasts/separating-the-advisor-from-the-salesperson-with-reese-harper-ep-394/?utm_source=rss&utm_medium=rss&utm_campaign=separating-the-advisor-from-the-salesperson-with-reese-harper-ep-394
Wealthy or not, every client has the same question: “Am I going to be okay?”
Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
