EPISODE · Apr 28, 2026 · 31 MIN
#1 - What do you actually do for your clients
from Better Planner · host Taylor Stewart
Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me?In this first episode of Better Planner, Taylor Stewart and Colin Page talk about defining the job clients are actually hiring you to do. Taylor shares how asking clients one uncomfortable question helped him cut back a $30,000 tech stack, simplify his planning process, and build around a clearer promise: help clients understand their financial life and know what to do next.In this episode:Why “I just want to help people” isn’t specific enoughHow to ask clients what they actually want from youWhy tech decisions get easier once your planning job is clearThe restaurant analogy for advisory service modelsWhy clients pay for results, not effortHow fewer meetings and deliverables can create a better client experience
What this episode covers
Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me?In this first episode of Better Planner, Taylor Stewart and Colin Page talk about defining the job clients are actually hiring you to do. Taylor shares how asking clients one uncomfortable question helped him cut back a $30,000 tech stack, simplify his planning process, and build around a clearer promise: help clients understand their financial life and know what to do next.In this episode:Why “I just want to help people” isn’t specific enoughHow to ask clients what they actually want from youWhy tech decisions get easier once your planning job is clearThe restaurant analogy for advisory service modelsWhy clients pay for results, not effortHow fewer meetings and deliverables can create a better client experience
NOW PLAYING
#1 - What do you actually do for your clients
No transcript for this episode yet
Similar Episodes
No similar episodes found.