#1 - What do you actually do for your clients
Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me?
In this first episode of Better Planner, Taylor Stewart and Colin Page talk about defining the job clients are actually hiring you to do. Taylor shares how asking clients one uncomfortable question helped him cut back a $30,000 tech stack, simplify his planning process, and build around a clearer promise: help clients understand their financial life and know what to do next.
In this episode:
Why “I just want to help people” isn’t specific enough…
The skinny
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