EP 198: Managing Client Expectations: The Secret to Successful CFP-Client Relationships
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - October 16, 2023 14:52 - 8 minutes - 5.93 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management delve into the crucial topic of managing client expectations as a Certified Financial Planner (CFP) and how it sets the foundation for a successful and fulfilling relationship. We explore the pivotal role communication plays in understanding and aligning with clients' financial goals, aspirations, and risk tolerance. By effectively managing expectations, CFPs can create a personalized financial plan that not only meets their clients' needs but also exceeds them.
Additionally, we explore the long-term benefits of managing expectations, such as building trust, fostering loyalty, and ultimately nurturing mutually satisfying relationships.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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