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2. Beyond the Balance Sheet: The Art of Building Trust in Financial Planning
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On today’s episode of From the Ground Up, Zach Conway and Kelsey McKenna peel back the layers of history to reveal why performance numbers have taken center stage and how advisors can spotlight their true strengths instead. Listen as we shift the focus back to the art of holistic financial planning. This isn't just about portfolios; it's about crafting a client journey that resonates with the comprehensive counsel that only a seasoned advisor can provide.
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Chapters
1. 2. Beyond the Balance Sheet: The Art of Building Trust in Financial Planning (00:00:00)
2. Pressure on Financial Advisors for Returns (00:00:02)
3. The Importance of Aligning Client Expectations (00:12:52)
4. Advisor Meetings and Operational Efficiency (00:25:32)
5. Elf and Tooth Fairy Mishaps (00:30:14)
24 episodes
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