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

#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

Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most – Go Health Pro

Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most – Go Health Pro

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice. These services may range from ‘standard’ offerings like retirement planning to less traditional areas like credit card consulting. In a firm’s early years, there tends to … Read more