About the author:
Steph began her career at Advicent as a mid-market business development representative after returning from the Peace Corps in Costa Rica. Steph is passionate about FinTech and developing her career in the financial industry.
You have created what appears to be the perfect plan for your client – then something unexpected happens. Something that neither you nor your client could have expected has thrown their plan out of whack.
Technology is evolving constantly, always updating. There is always the newest and greatest with which we find ourselves trying to keep up.
Although the financial plan may have made perfect sense when it was started, life happens, things can fall out of whack, and priorities change. As an advisor, you can remind your clients of this; touch base and keep the plan relevant.
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