The Real Deal on Investments, Bookkeeping, and Succession Planning
We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that it's not always the key to client success. It's important to align investments with a broader financial plan, which debunks the myth of custom portfolios and focuses on clients' ultimate goals rather than emotional risk tolerance.
We also review the often-overlooked significance of sound bookkeeping for financial advisors. Lisa Zeeveld, from Belay, joined Matthew to highlight the dangers of DIY solutions and the value of expert…
The skinny
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