From the course: Inclusive Wealth Management: Best Practices
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Individualize implementation strategies
From the course: Inclusive Wealth Management: Best Practices
Individualize implementation strategies
- You can put together the best financial plan customized to your client's individual needs and goals, but if they don't execute on your advice, what can you do next? After all, a financial plan is only so good as the progress that is made on it. Fortunately, there are many ways to customize implementation strategies to meet your clients where they are. In this lesson, you'll identify how to optimize your client support to help keep them on the path of progress in their financial plans. So let's review some connection strategies. The first strategy is to know your client beyond their numbers. You want to understand how they make decisions and what motivates them to act. You might be able to discover some of this by asking them questions, but you can also gather information by being observant, noticing their patterns, and taking note of how they respond to the advice and requests you give them. Make a separate note file where you track their behavior, so it's easier to recognize…
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