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On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt Jarvis to talk about how through their software they work to bring better outcomes and experiences to clients, and why it’s important to talk to clients in a way that they understand.
Here are a few of the main points:
- How adjustments can save almost any plan.
- That you need to share different scenarios with your clients regarding their decisions.
- Why you need to talk to your clients, not just when they need to tighten their belts.
- The importance of talking to your clients in a way they understand.
