Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 03: Keeping the client on track - Has the annual review run out of steam?
The Finance Geeks Podcast
45 minutes
1 month ago
Episode 03: Keeping the client on track - Has the annual review run out of steam?
In this episode of The Finance Geeks, Paul and Warren climb aboard the topic of annual reviews and ask whether this long-standing part of the planning timetable is still on the right track — or whether the whole process is starting to run out of steam. Are these meetings still a valuable stop on the client journey, or just a legacy carriage rolling along out of habit?
Rather than sticking to a fixed schedule for the sake of tradition, Paul and Warren explore how planners can create meetings that are more intentional, more relevant, and better aligned with each client’s journey. Not every passenger needs the same route or the same number of stops — and forcing them to follow one can lead to disengagement or missed opportunities.
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Chapters: 0:00 - Intro
5:07 - Are Annual Reviews Broken? Reinventing Client Meetings That Matter
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
