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In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc |
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Your client is 52. Their money is 14. Most financial decisions aren’t made by the adult in the room. They’re made by an earlier version of the client, shaped by what money meant growing up. That’s the idea behind the money ages. It explains why a sound plan gets ignored, why a windfall disappears, and ... Read more |
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This will be an open discussion on what members are saying in 1-2 sentences to set the first meeting. You must be able to back up your Big Bold Claims, but to set the meeting, they need to get the client to say, “How do you do that” Like the unmeetings, Forum 400 Let’s Chats are open-format ... Read more |
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