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Real Financial Planning Starts With a Real Process

Advisors have abused the word “planning” for decades. While the product-focused part of our industry delivers smoke and mirrors, how will you define financial planning for your clients?

There’s no universal standard for financial planning, which means you’ll have to put your own stake in the ground and define what it means for your firm. Where does your minimum offering begin and your maximum offering end? And how will you control the service experience as more clients and advisors enter the mix? In this episode of Elementality, Reese Harper and Ryan Isaac, co-founders of Dentist Advisors, describe the art and science of measuring financial health and the evolution of their Elements® planning methodology.

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