Why Are Client Values Essential to Good Planning?

Does it fluster you when a client doesn’t implement their financial plan? In this video clip, Reese Harper and Chad Jardine explain why, if your client’s values aren’t aligned with their plan, they may be feeling out of sync with you as their advisor.

Does your planning reflect your values, or your clients? Are you digging deep to discover what really drives client happiness? On this episode of the Elementality podcast, Reese Harper and Chad Jardine explain why it’s imperative your clients feel they are a part of the planning process. Find out how clear communication from you and open collaboration with them results in clients who are more involved in their own financial health.

Listen to the full podcast!

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.