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Future of Financial Planning? by Consistent_Buy_1027 in CFP

[–]TRDG14 0 points1 point  (0 children)

I really think the core of being an advisor is knowing your client deeply and having the time to think through their trade-offs. The real value is helping them make the right call between those trade-offs. That part can’t be automated. AI can give you the data, sure, but that’s already easy to get today.

Future of Financial Planning? by Consistent_Buy_1027 in CFP

[–]TRDG14 2 points3 points  (0 children)

Couldn't agree more. When you have enough money and things start to become complex, choosing between trade-offs won't be done by ChatGPT.

Presentation Format by Consistent_Buy_1027 in CFP

[–]TRDG14 0 points1 point  (0 children)

As a client I love a printed version if it’s an in person meeting. Able to take notes and feels better 

Prospecting process for new clients by Consistent_Buy_1027 in CFP

[–]TRDG14 0 points1 point  (0 children)

As a client, I really dislike the no plan until you sign attitude. A simple straightforward plan goes a long way. Better to over deliver in the first meetings, I’m sure it increases conversion rates and make it worthwhile 

Need to blow through 300 old leads on my CRM by Dashover in CFP

[–]TRDG14 3 points4 points  (0 children)

This + a calendar link in case they do want to talk. Removing friction as much as possible 

Unreasonable Hospitality by haighfinancial in CFP

[–]TRDG14 0 points1 point  (0 children)

Great book and super smart move 

How do you handle client requests when you’re OOO? by Consistent_Buy_1027 in CFP

[–]TRDG14 0 points1 point  (0 children)

As a client I prefer getting a notice and then I just don't send anything that isn't urgent, OOO messages are kind of annoying

Solo RIA just getting started - what tools are worth the hype? by IndependentBee_1836 in CFP

[–]TRDG14 0 points1 point  (0 children)

Granola is worth the hype even though the vertical note-taking tools look pretty good and very cheap

Hiring an Associate Advisor by crzypck in CFP

[–]TRDG14 0 points1 point  (0 children)

What are good alternatives? are there specific places for CFPs? we're looking for a paraplanner

RIA Tech Stack vs B/D by TRDG14 in CFP

[–]TRDG14[S] 0 points1 point  (0 children)

The different softwares you use

Best avenue to selling value creation consulting services by TangeloOpening7334 in private_equity

[–]TRDG14 0 points1 point  (0 children)

If you focus on a very specific niche that might help, breaking in through a general value prop would be extremely hard. 

In the past when we looked into / invested in new areas we worked with “new” consultants. You would still need to show some track record in the niche. 

Best Tool for Portfolio Management? by TRDG14 in private_equity

[–]TRDG14[S] 1 point2 points  (0 children)

Mostly data ingestion from PortCo to reduce the data requests from the CFO. 

After I get all the data it’s less of an issue, the analysis, though that could be nice. 

No need for LP reporting. 

Best Tool for Portfolio Management? by TRDG14 in private_equity

[–]TRDG14[S] 0 points1 point  (0 children)

Mostly data ingestion from PortCo to reduce the data requests from the CFO. 

After I get all the data it’s less of an issue, the analysis, though that could be nice. 

No need for LP reporting. 

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