Latest / Between Now and Success
3-Time Olympic Medalist Lauryn Williams on "Winning" in Business, Life and Financial Planning
You can get the mechanics of a financial plan right, but if you miss the "life" part, you're shortchanging your clients.
A financial plan is a tool to help your clients live a happier, more fulfilling life. Consumers can easily get their money managed through the big national brands like Vanguard, Schwab, TD Ameritrade, Fidelity, and the Robo Advisors, without your help. A key value an advisor adds is in helping clients create a thoughtful financial plan, and understanding how they can use their money to live their best life possible. But you have to know the kind of life your clients want!…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.