Be Proactive, Not Reactive

Why We Plan Image
PDF icon Download Transcript (77.28 KB)

We are all guilty of only asking for help when we realize we are in over our heads and can’t solve a problem ourselves. Advisors are guilty of getting stuck in the habit of waiting for clients to come to them when they have a problem. As a trusted advisor, it’s important to take the initiative to reach out before your business-owner clients run into a bad situation.

In this episode of Why We Plan, John Brown, Founder of BEI, and Elizabeth Mower, President of BEI, discuss why a good advisor is proactive, not reactive. They recommend starting conversations early and having them regularly with your clients. Developing a trusting relationship early on can help your clients avoid future problems, but also allow for you to be the person they turn to when the unexpected occurs. Make sure to keep consistent communication with your clients about their goals, expectations, and plans for the future as these can all change at any time.