Day In A Canoe Podcast

In this episode, Nathan and Tom Graney discuss:   Aligning life plans and investment plans Importance of focusing on client needs Why listening is so important Learning from your clients     Key Takeaways:   The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans. Always consider the client’s comfort level with various strategies. For example, you can explore ways to plan for a family’s financial needs while at the same time meeting philanthropic goals. Listen and ask questions, avoid assuming or dictating without understanding their entire situation or learning about their investing philosophy. Look forward to learning from your clients. Approach each meeting with curiosity and humility, while also giving them sound ideas and providing tools that will help them succeed.     "The biggest mistake that’s made in our industry is that we tell… we don’t listen enough." — Tom Graney   About Tom Graney: He is a