This idea of selling people on the value of financial planning is critical as a young planner - and it will completely change your outlook on your approach to your practice!
Patrick Dougherty, financial planner and founder of Dougherty Wealth Management in Dallas, Texas, believes in financial planning. In fact, he was one of the original founders of the “live sessions” of #YAFPNW!
Patrick has been a long-time mentor of host, Hannah Moore, and provides excellent insights in this episode for young financial planners. His biggest philosophy is one that we can all get behind - no matter which prospect you’re sitting down to chat with, they should walk away understanding the value of financial planning.
This idea of selling people on the value of financial planning is critical as a young planner - and it will completely change your outlook on your approach to your practice!
What You Will Learn:
- What your introductory meeting with financial planning clients should look like.
- How to sell the concept of financial planning - not your services and pricing.
- How you should conduct discovery sessions with clients.
- What embracing life-changing planning looks like for your practice.