1. Points on broader perspective on planning
1.1. Ideas travel faster than products
1.1.1. In episode 18 with Dan Allison you guys talked about the value of being the RESOURCE that clients want to refer others to. That only happens if we work in ideas as our currency, not products.
1.1.2. Products are bricks, something a client puts in place and forgets about. It provides protection and a foundation and it's important, but it's not sexy or transferable.
1.1.3. Ideas are like a baseball or a football. When you put it in your hand you want to share it, toss it around. It's made to travel, to move from person to person.
1.1.4. Illustrating those ideas is something I take a lot of pride in, that's why I wanted us to talk about the power and importance of whiteboarding.
2. Show Details
2.1. Hosted by Join Reese Harper, CFP®, as he explores the Elements of Financial Planning™ behind our niche RIA’s ongoing planning processes and cutting edge technology. Enjoy advisor Q&A, expert interviews, and stories from our first hand experience to help you grow your RIA.
2.2. Strong focus on planning from many different angles. Has had Kitces, Stephanie Bogan,
2.3. Is in season 2, episode 30ish - Congratulate him on a great second season and for staying focused on the area of planning.
3. Whiteboarding
3.1. You have to illustrate ideas if you want them to stick.
3.2. You must invest in a great whiteboard and learn to master the whiteboarding capabilities of whatever meeting software you use.
3.3. Any dummy can make something simple, complicated. Smart people simplify complicated things.
3.4. The goal is to use it as much as you can
3.5. Increases energy because you're out of your seat
3.6. Puts you in a position of authority but you're also serving them
3.6.1. You maintain authority
3.6.2. They become an expert in something b/c they gain a deeper knowledge than they had when they walked in the door.
3.7. We have some example videos of whiteboarding that we can send anyone who wants them. Go to StenMorgan.com/whiteboard
4. Elite Advisor Network
4.1. If you don't feel like you're able to illustrate
4.2. If you don't think you know enough strategies
4.3. Get into a community of advisors
4.3.1. StenMorgan.com/whiteboard
4.3.1.1. Example videos
4.3.1.2. More information about EAN