Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

What does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent and volatile events, such as the coronavirus pandemic? Today’s episode will explore some of those questions. Lucas MacMillan has been working in personal finance for 10 years. He is a Certified Financial Planning Professional and graduated from the University of Manitoba with a Bachelor of Science. Lucas manages Camber Private Wealth’s financial planning effort; where all prospects are given a financial plan before investing and all clients receive ongoing financial planning support using Camber’s immersive custom financial dashboards. Lucas also leads Camber’s data science team. What You’ll Learn in This Episode  How Camber approaches building a plan with clients (5:43) How client dashboards work and what their goal is (12:06) How Lucas starts with dashboards (14:30) The client response to recent market