Michael Kitces advocates for tangible financial planning deliverables
@MichaelKitces: Kitces on tangible planning
Michael Kitces, a prominent figure in financial planning, emphasizes the importance of making financial advice more concrete and actionable through the use of turnkey deliverables.
Kitces suggests providing clients with clear, tangible products or services that can drive home the value of financial planning. This approach is aimed at enhancing client understanding and engagement, ultimately leading to more effective financial outcomes. ''The key,'' Kitces argues, ''is to transform abstract concepts into something clients can see and touch, reinforcing the real-world impact of their financial strategies.'' By adopting this model, financial planners can better demonstrate their value, fostering stronger client relationships.
Kitces' insights provide financial advisors with a strategic pathway to demystify financial planning for clients, potentially redefining standard industry practices.
Loading...
