Anne McCabe Triana, CFP®, CRPC®, has been in the financial services profession for over ten years. Having started straight out of school and having to immediately find her own clients, she shares what she learned through that experience and what she learned in that process. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm, has taught her much about the financial planning process and about being a business owner.
In her practice today, Anne looks at the behavioral aspect of financial planning with her clients. Understanding the emotions that play into personal finance, and how to navigate clients through tough economic times, has been a critical component to her business’s success. Anne shares how she came up with her company name, Curo, and how important truly caring for her clients has been in building strong client relationships.
Over the course of this #YAFPNW episode, we’re going to talk about the evolution of running a financial planning firm, how “down” markets might actually be better for business, and how to provide the best experience to your clients.
What You’ll Learn:
- How to know you’re ready to transition to business ownership
- Ways to improve your client’s experience
- How to draw from your past experiences moving into unknown financial planning territory
- Why you should always be adding value to the lives of your prospects - even if they’re not ready to sign on with you right now
- How behavioral finance plays into your financial planning
- Why a “down” market may be better for your financial planning business
- How to navigate client emotions when dealing with money
- How to manage client relationships when transitioning to a new role within your firm or because you’re starting a new practice
- How to reinforce that YOU are the value when working with your clients
- How your marketing plan can and should change as your business matures.