Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)

Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more relevant to times-of-life (think retirement, or college, or having a family), whereas others are driven by tax or legal deadlines.  In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice. Meg & Philipp discusses:Being proactive with the timing of adviceWhy more advisors are focused on leading with advice than selling products The Jerry Maguire standard of care for clientsAnd More!Connect With Philipp Hecker:Linkedin: Philipp HeckerLinkedin: Bento EngineTwitter: Bento EngineBento EngineConnect With Dr. Meg Lurtz:LinkedIn: Dr. Meg LurtzMeghaan@Kitces.comKitces.comTwitterConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanFacebook: Conneqtor YouTube: Derek Notman  Hosted on Acast. See acast.com/privacy for more information.