How Do You Ensure Your Advice Is Being Valued?

One question client’s often ask is, “How am I doing?” In this video clip, Reese Harper and Chad Jardine discuss why, in most cases, this is not a quantitative question—and why your answer is central to their understanding your value.

On this episode of Elementality, Reese and Chad examine why it’s important for an advisor to understand the reasons clients look for confirmation that their financial standing is on track—and that their advisor is contributing to the improvement of their financial health. To provide the right answer to “How am I doing?” you need to be able to demonstrate and articulate why the client is making broad financial progress.

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