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Category: Leadership

Financial Planning Insights Interview Part IV

By Rick Swygman | July 21, 2020

Prospect and Client Engagement Effectiveness “Planning is not a thing; it is the way we approach advising our clients.” “Planning is any meaningful conversation that helps a client connect their priorities to their likely outcomes.” “The first step to engage prospects and clients is to introduce it as a way for them to become more involved in the process.”…

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Financial Planning Insights Interview Part III

By Rick Swygman | June 30, 2020

Overcoming the Adoption Challenge Advisor adoption remains the single most significant challenge facing firms who are focused on the integration of planning into their offering model. Two previous blogs – The Adoption Challenge in Financial Planning and Changing the Planning Paradigm – The Key to Overcoming the Advisor (and Client) Adoption Challenge – discussed some key strategies…

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Recent Posts

  • Financial Planning Insights Interview Part IV
  • Financial Planning Insights Interview Part III
  • Financial Planning Insights Interview Part II
  • Financial Planning: Insights from Industry Leaders
  • Three Essential Tactics to Retain and Grow in this Time of Disruption

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