
#4 - Projections
Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan. In this episode, Taylor Stewart and Colin Page talk about where projections actually

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A tactical resource for financial planners to become better planners in all of the ways that means, planning, practice management, workflows, tech stack.
Unknown Host hosts Better Planner.

Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan. In this episode, Taylor Stewart and Colin Page talk about where projections actually

Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly. In this episode, Taylor and Colin talk through how they’ve both found clients without being “marketing people.”

The first call has 1 job: figure out whether both sides should keep talking. In this episode, Taylor Stewart and Colin Page walk through their prospecting processes from first website click to signed client. Colin shares

Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me? In this first episode of Better Planner, Taylor Stewart and Colin Page
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