I'm a financial planner, and there are 3 lessons I've learned from other financial planners that changed the way I do my job
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I also learned that money is an emotional topic and people make decisions based not only on numbers, and that I can better my services by committing to constantly improving my craft. In my career, I have learned so much from colleagues. These are the three best tips I've gotten from other financial planners.Simply put, clients are paying fees and deserve value in return. I believe that most financial planners do great work for their clients, but the real key is to establish a mindset of consistent value creation.
In the meeting, Barbara briefly mentioned that she heard someone talking on television about Roth IRAs. Given Barbara's tax situation, Mary did not recommend this action now, but knows that this topic is something that Barbara is thinking about. In addition to the normal meeting follow-up steps, Mary sees another opportunity to provide value and proactively sends Barbara an email with financial planning considerations on deciding when a Roth IRA conversation is an optimal choice.
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