Excerpt from TheStreet, published March 6, 2019
Eric Walters, president and founder of SilverCrest Wealth Planning in the Denver area, noted that planners have the power, through how they structure their meetings and conversations, to help clients see the big picture with financial planning.
Walters suggests setting up a running list of financial planning projects and "limiting how much time they spend on investment results." He starts the meeting by focusing on his clients financial planning needs, while leaving the discussion of investment performance to the end or to an annual, investment planning meeting.
"I think many clients focus on investment returns because advisors have 90% of their meeting materials focused on investments," said Walters.