Imagine you’re feeling chronic fatigue. You don’t know what’s up, so you decide to get a comprehensive medical exam. First step, you ask friends for referrals and jump online to do a little research. Most doctors say the same thing: “I’m very comprehensive, and we look at everything.” But they use medical jargon so it’s hard to differentiate between each provider. Everything feels really generic.
I have heard a lot of talk in the Elements community about comparing this process to that of a doctor. Your deep dive into this concept is very helpful Reese, and gives me more confidence in what I'm doing. Thank you!
“ He explains what the score means, how he calculates it, and why it’s important.”
Sharing the why is such a valuable step that I think advisors often miss. We could have accurate data and a great analysis/plan, but if clients don’t understand why it matters, our advice could easily be dismissed. Great post Reese!
Monitor Financial Vitals To Increase Client Trust
I have heard a lot of talk in the Elements community about comparing this process to that of a doctor. Your deep dive into this concept is very helpful Reese, and gives me more confidence in what I'm doing. Thank you!
“ He explains what the score means, how he calculates it, and why it’s important.”
Sharing the why is such a valuable step that I think advisors often miss. We could have accurate data and a great analysis/plan, but if clients don’t understand why it matters, our advice could easily be dismissed. Great post Reese!