Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross RiskinMost advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.In this episode we’ll share insights on: What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.College Planning Fintech: What tools should advisors be using AND staying way fromExpertise: How does an advisor build expertise in this unique categoryTactical Ideas: Ross shares sev...2024-10-0846 minThe Efficient Advisor: Tactical Business Advice for Financial Planners024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross RiskinIn my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients. When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you. So today I am sharing with you a tool to help you do just that. A resource for you to help you level up you...2022-04-191h 04