Personalized Financial Planning – Life Isn't Lived On a Spreadsheet

Building a Trusting Relationship with Your Financial Advisor (Ep.27)

By Poterack Captial Advisory | August 27, 2024

Let’s discover how frequent, personalized communication can make a significant impact on your retirement planning.

In this episode, Ryan Poterack sheds light on the unparalleled importance of building a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retirement anxiety with insightful tax planning and asset allocation strategies.

Key episode discussion points include:

Building a candid relationship through frequent, personalized communication is key to successful financial planning
Recognizing and addressing individual client stories, fears, and biases can lead to better financial outcomes
The importance of tailored tax planning based on each client’s unique financial situation.
Frequent, personalized communication helps in understanding the client’s real needs and objectives, reducing the risk of misalignment

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