The Planning Process is Important
Here are a few things to consider
LEGACY RESOURCES
Here's a resource you may want to take a good look at:
Advice Giving
Here's a video that will give you a few ideas around "advice-giving" from our Managing Partner, Todd Fithian. It'll prime the pump a bit around the value of advice and where it may fit for you
The other thing you should consider:
The Advisor Growth Network
The other thing you should consider is accessing our Advisor Growth Network. In it, along with a stack of other useful things, is our LAUNCH course. LAUNCH digs into creating a truly relationship-altering experience with your clients through the Discovery process. All advisors address "goals," but this will let you take it to a whole new level.
Speak To An Expert
Keep in mind that our Network is a month-to-month resource. It's not expensive and you don't need to use it any longer than you need to, so it's a smart way to access the training. If you have questions, we're happy to have a chat with you about the best way to handle new opportunities that's clear, respectful, and effective.