The Planning Process is Important
The Planning Process is Important Here are a few things to consider
Here are a few things to consider

Your answers are suggesting that taking some time to amp up your planning process, especially when it comes to generating really powerful relationships as a part of that process, would be worth it and would support your growth.
 
Expanding your use of Qualitative planning skills to complement your Quantitative abilities would make good sense.
 

LEGACY RESOURCES

Here's a resource you may want to take a good look at:

Advice Giving

Complimentary Resource Video

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

Get Started With Online Learning

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.