A Planning Process That Connects with Clients: Ellen Rogin Interviews Luna Jaffe
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - February 11, 2016 20:50 - 38 minutes - 17.5 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Often we default to a left-brained, numbers-oriented approach when talking with clients. But this communication style can fail to make an impression—clients might not "get" what all the data means.
Luna Jaffe, a CFP and author of "Wild Money: A Creative Journey to Financial Wisdom," discusses with Ellen Rogin how you can more effectively connect with clients during the financial planning process and really get them to see, feel, and understand their goals and the progress they have made towards them.