Videos.

Check out our valuable video content, sliced and diced to help financial advisors looking to grow their business and help their clients make informed financial decisions.

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...

Planning Process

Are You Taking Client Data Seriously Enough?

To build closer relationships you should acknowledge the milestones clients reach as they work towards their goals. In this video,...

Data Collection

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...

Client Experience

Planning Process

Do You Know What You Want From the Technology You Use?

Making sure the technology you want is actually solving the right problem can be difficult. In this video clip, Reese...

Software

Why Can Too Many Numbers Overwhelm Clients?

As an advisor, you have superior quantitative skills, but it’s easy to bewilder your clients with data. In this video...

Client Experience

Should You Have More Data Before Giving Advice?

Collecting accurate client data remains a universal barrier to delivering good planning advice. In this video clip, Reese Harper and...

Data Collection

What Skills Should Your First Hire Have?

For financial planning firms, adding good human capital can be a major obstacle. In this video clip, Reese Harper and...

Firm Growth & Marketing

Vision

Is Your Focus on Fees and Not on the Value You Offer?

Are you too focused on fees? Many advisors offer planning but struggle to figure out how to charge for it....

Pricing

Does Removing Client Anxieties Result in Real Financial Health?

Good listening skills and presenting a client with a solution are often enough to ease their financial pain. But is...

Client Experience

Planning Process

Should Your Client Meetings Have an Emotional Basis?

In this video clip, Reese Harper and Chad Jardine explain how, when meeting with a client, putting greater focus on...

Client Experience

Planning Process

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...

Client Experience

Planning Process

What’s the Right Cadence for Reaching Out to Clients?

Is there a correct cadence of communication you should follow as you build client trust over a lifetime? On this...

Client Experience

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Real Coaching, Really Fast.

Videos

Videos.

Real Coaching, Really Fast.

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