How to Recognize Whether Your Planner Is Being Present With You

What does it mean for a planner to be present?

To be present with clients is to have a high level of self-awareness and ability to demonstrate empathy, according to Justin Bennett.But how do these personal skills powerfully impact the planner-client relationship? Justin is here to explain with examples from Bennett Financial.Here’s what you will learn in this episode:
  • How clients can benefit from working with planners who demonstrate presence and empathy.
  • How Bennett Financial’s co-authored approach to planning facilitates their present and empathetic approach.
  • Whether being present and having empathy are skills that can be learned.
  • Examples of how Justin and his team stay in tune with clients and offer ongoing value.
  • Tune in now and learn how to recognize whether your planner is being present with you!Related: Are You Focused on Growth or Income?Related: Are You Overweight on Your Burn Rate?Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page