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What Does Today’s Client Need?

When it comes to financial forecasting, Reese Harper and Chad Jardine talk about why getting too focused on the future can take away from clients’ enjoyment of the present in this video clip.

Forecasting seems to be a remnant of financial planning’s past and on this episode of the Elementality podcast, Reese and Chad discuss if projections still offer value. Financial planning is oriented towards the future, which is why some planners love projections. But today’s client wants more immediate help when making financial adjustments that are appropriate to the here and now—and looking too far into the future may actually become discouraging.


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