#10 - Think Beyond Software | With Sam Flaten
A financial plan should help a client decide what to do next.
Sam Flaten of LEVR Planning joins Colin Page and me to talk about what makes planning useful, how outsourced paraplanning can work, and why advisors need to understand what their software is doing. Sam shares how he supports different firms and tech stacks, while our conversation moves from client outcomes and retirement projections to AI and hiring planning support.
In this episode:
- Separating planning work from client relationship management
- Building plans around client outcomes and clear next steps
- Using Monte Carlo and…
The skinny
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