Madrona Financial & CPAs的动态

Financial Planning Month offers a great opportunity for financial advisors to connect with clients and prospects, highlighting the critical importance of developing and maintaining a solid financial plan. Check out our latest blog to discover key strategies that advisors can use to maximize engagement during this important month. https://lnkd.in/gpgYJdbW

This is a lot of information but it will help you navigate through the forest of financial planning to get the help that you need. I appreciate the CFP designation being at the top of the list. Take your time and ask questions. Work with a professional.

Between home improvement shows and YouTube videos, DIY is all the rage. But is “do it yourself” a wise decision when it comes to financial planning? Our latest article shares the benefits of partnering with a professional wealth planner, the history of the financial services industry, an explanation of the costs and services and how the experience can be personalized.

In a digital landscape, financial planning relationships matter

Financial planning clients report having a better quality of life, enjoying more positive emotions, experiencing less financial stress, more financial confidence, a more authentic sense of purpose, and feeling more socially connected, and healthier.?These are the findings from a recent report commissioned by the FAAA. Click on the link to see more https://lnkd.in/gwkEUxaP

Discover the secret to better wealth management: team-based financial planning! ???? Our latest blog https://bit.ly/3yFXlpl explores why financial teams are an essential component to navigating complex financial needs. From enhanced service to increased reliability, find out how a cohesive team like ours can elevate your financial journey. Read now to unlock the power of team-based financial planning! ? #FinancialPlanning #WealthManagement #TeamworkMakesTheDreamWork

Between home improvement shows and YouTube videos, DIY is all the rage. But is “do it yourself” a wise decision when it comes to financial planning? Our latest article shares the benefits of partnering with a professional wealth planner, the history of the financial services industry, an explanation of the costs and services and how the experience can be personalized.

Between home improvement shows and YouTube videos, DIY is all the rage. But is “do it yourself” a wise decision when it comes to financial planning? Our latest article shares the benefits of partnering with a professional wealth planner, the history of the financial services industry, an explanation of the costs and services and how the experience can be personalized.

Between home improvement shows and YouTube videos, DIY is all the rage. But is “do it yourself” a wise decision when it comes to financial planning? Our latest article shares the benefits of partnering with a professional wealth planner, the history of the financial services industry, an explanation of the costs and services and how the experience can be personalized.

There's a harsh lesson many new financial planners learn early on: we don't have to have all the answers. In fact, expecting that we SHOULD have all the answers can be detrimental to both us and our clients. Early in my career, I felt immense pressure to have all the solutions for my clients. I wanted to provide concrete recommendations, backed by absolute certainty. The desire to have certainty added so much pressure to my early days of financial planning. What if I was wrong? People were trusting me with their entire financial lives and if I made the wrong decision, I could have a massively negative impact on their lives. The reality is far more liberating, though. After a few years of experience, I learned that I’m helping guide my clients and my role is to collaborate with them. Clients are the ultimate experts on their lives, and they are the ones most equipped to make decisions for their lives — not me. As the financial expert, I’m here to guide and advise and walk with them. Thinking I could replace their lived experience with my financial knowledge was arrogant. By letting go of the need for certainty, we create a space for empowerment. Realizing that you need to make the transition from "solution provider" to "empowering guide"? Here are a few tips for you: ??Focus on Education: Equip your clients with the knowledge they need to understand financial options and the potential consequences of various decisions. ??Actively Listen: Truly hear your clients' concerns, goals, values and priorities. This information is essential for crafting a personalized plan. ??Share in the Decision-Making: Present options, discuss the risks and rewards, and guide clients towards decisions aligned with their unique circumstances. ??Be Transparent: Acknowledge that financial markets have inherent uncertainties, and emphasize the importance of ongoing communication and adjustments. By embracing collaboration and letting go of the need for certainty, we create a more fulfilling and empowering experience for both ourselves and our clients. We become trusted advisors, guiding them along their financial journey, not dictating their destination. What has been a hard lesson you have learned as a financial planner?