clients

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client … Read more

Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self” – Go Health Pro

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Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self” – Go Health Pro

It’s natural for advisors to begin discovery meetings by asking questions about a client’s current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor’s door in the first place is crucial for financial planning. However, starting with these questions can have unintended … Read more

Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization – Go Health Pro

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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization – Go Health Pro

For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan … Read more

Kitces & Carl Ep 160: Calming Clients With Anxiety About Trump Tariffs And Trade Wars – Go Health Pro

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Kitces & Carl Ep 160: Calming Clients With Anxiety About Trump Tariffs And Trade Wars – Go Health Pro

Whenever the markets become ‘scary’ due to current events, advisors can anticipate calls from anxious clients wondering what to do next. These clients are often in fight-or-flight mode, which can make it difficult to have a rational discussion or a productive conversation about their financial plan. And if an advisor jumps straight to data – … Read more

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

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Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more