Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: Why “Financial Planning” Doesn’t Describe Your Value
Pub date: 2022-03-15

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Clients rely on you to ease some of their stress by taking on their financial jobs. You need to help them see your value through that lens.

On this episode of Elementality, Reese and Matt explain why the term “financial planning” doesn’t reflect all of the work being done—and why you need to detail the jobs you do for clients so they realize the value you provide.

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Why “Financial Planning” Doesn’t Describe Your Value 23:27 Share

HUM Curated Podcasts

Shownotes Transcript

Why “Financial Planning” Doesn’t Describe Your Value