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Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®
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Manage episode 333020701 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you’re heading in the right direction. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com
…
  continue reading
29 episodes
MP3•Episode home
Manage episode 333020701 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you’re heading in the right direction. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com
…
  continue reading
29 episodes
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