DECEMBER 6, 2023

How to avoid a harmful thing that advisors are (unknowingly) doing to their clients with Saundra Davis and Emlen Miles Mattingly

The best advisors can navigate the emotional nuances of client relationships with compassion and curiosity. Unfortunately, when financial professionals mistake discovery meetings for data-gathering meetings, they begin the planning process without clearly understanding the client’s “why.” In this episode, Saundra Davis of Sage Financial Planning and Emlen Miles Mattingly of GenNex Wealth join us to share the one mistake that you should avoid when dealing with clients.