Can Clients Find Balance for Both the Future and Present?

One of the questions advisors should be thinking about is how can you help clients make optimum decisions for the future while still encouraging them to enjoy the present.

On this episode of Elementality, Reese introduces his new co-host, Carl Richards. Reese and Carl look at why forecasting has flaws, and why it’s hard for clients to be content if they’re constantly working only to make the future better. Learn how to help your clients make good decisions—keeping the future in mind—so they can live with greater fulfillment in the present.

Listen to the full podcast!


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