Plan or Planning? Why Clients Need to Know the Difference.

Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. In this video, Reese Harper and Chad Jardine explain why creating financial strategies for a client takes time.

On this episode of Elementality, Reese Harper and Chad Jardine discuss why your real value is based on being an ongoing advisor, behavioral coach, and even counselor for your clients—and then delivering that value over a lifetime. When it comes to planning, most clients don’t have an expectation of what it actually is. It’s up to you to shift the value from their initial plan towards ongoing planning to set their expectations properly.

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