In this episode, I go over doing financial planning with clients present during the input stage and why I think it adds value to them and your relationship with them as a financial advisor. I talk through the process first and then go into how on our first meetings with clients, I like the clients to see a plan in place so they can understand how the software works.  I hope you enjoy this episode!

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I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors