Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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コンテンツは Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Seamlessly Integrating Estate Planning and Building Client Trust
Manage episode 433246106 series 2482489
コンテンツは Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan.
On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when discussing complex topics like estate planning with clients and helps your clients feel more confident in working with you.
Resources in today's episode:
- Episode Website - Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] - The Power of Authority - Why We Follow Experts
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Manage episode 433246106 series 2482489
コンテンツは Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan.
On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when discussing complex topics like estate planning with clients and helps your clients feel more confident in working with you.
Resources in today's episode:
- Episode Website - Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] - The Power of Authority - Why We Follow Experts
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The Perfect RIAに似ているもの
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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