Kitces & Carl Ep 146: Re-Educating Purchasers (Scalably) After They “Learn One thing On The Web” – Go Well being Professional
A cornerstone service that many monetary advisors present is training. Whereas strategic recommendation is essential, advisors additionally face the problem of presenting the methods to shoppers in context, explaining completely different monetary planning ideas, and exhibiting shoppers implement these methods (in addition to mentioning any long-term penalties). Whereas curious, proactive shoppers who’re able to be … Read more
