Level of Complexity: Intermediate
Enjoy coffee and pastries during this session courtesy of RobustWealth!
The financial services industry has a bad habit of making things more complicated than they need to be. This leads to further confusion and ultimately effects the greater issue of financial literacy. Those who will win are those who will simplify. Yet for many financial planners the question is, "how do we do that?" In this session discover the importance of simplifying the client relationship, strategies for personalizing the client experience and maximizing time for both the planner and their clients.