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

When an individual seeks out financial advice, they want to know that their planner has more than just the expertise needed to help them with the numbers. They also want to know that they can be fully understood without being judged and that their advisor walks the talk and knows what it’s like to track and manage cash flow. Today’s guest understands that desire and believes in practicing what she preaches to her clients. Diane Dekanic is a professional fee-only financial planner who’s been in the business for twenty-five years. Diane is the president of Financial Health Management Inc. and has extensive experience dealing with clients in a range of financial circumstances, including expatriates and clients who have been downsized or are retiring. She’s also provided more than 8,000 workshops to date. What You’ll Learn in This Episode: What Diane’s financial planning process looks like for her clients ‒ and why it may not include a follow-up (5:40) The importance of helpi