Value Adds: Buckets and Guardrails [Episode 181]
When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that they can control and take action on? On today's episode, Matt and Micah will share how they've used Buckets and Guardrails to help their clients understand their cash flow and feel confident in their financial plan.
Listen in as Matt and Micah discuss how you can determine whether what you're saying is to fill up space in the absence of value and how you can simplify your client's reports in a way that makes sense. They'll also share how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.