4 Ways to Improve Your Financial Planning Quarterback Rating

Over the years, the term ‘financial planning quarterback’ has become a bit clichéd, but with the new Department of Labor fiduciary regulations, not to mention clients’ rising need for comprehensive financial planning, I think stepping into the quarterback role is more relevant than ever. 

Being a team quarterback can help you remain a trusted and reassuring presence for your clients. Consider the value that advisors provide: you are the central point for clients’ financial planning picture; you help identify, plan, execute, and coordinate financial decisions; you keep other tax and legal professionals informed. These activities help demonstrate your value, support asset retention, and can even help build intergenerational wealth management. 

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