• Challenges Financial Advisors Face When Trying to Balance Simplicity with Completeness with Todd Langford - Episode 296

  • 2023/10/05
  • 再生時間: 52 分
  • ポッドキャスト

Challenges Financial Advisors Face When Trying to Balance Simplicity with Completeness with Todd Langford - Episode 296

  • サマリー

  • In this podcast, Todd Langford, developer of Truth Concepts tools, discusses how these tools aid financial advisors in providing clear, accurate information to clients, dispelling common misconceptions. He highlights the advisor's critical role in diagnosing economic health, creating personalized financial strategies, predicting potential problems, and encouraging financial adaptability.

    To learn more about the Prosperity Economics Movement
    http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  

    Links and Resources from this Episode

    • Get in touch with Janet at janet@pem.email or 936-247-2732
    • https://prosperityeconomicsadvisors.com/summit-4-advisors/
    • Partner Link: https://gravystack.com/advisor  
    • Book Link: https://a.co/d/cU33ny1
    • Connect with Todd Langford
    • https://truthconcepts.com/about/
    • https://www.linkedin.com/in/truthconceptssoftware 


    Show Notes

    • The principle of uncertainty
    • Analogy between predictable and unpredictable elements of financial decisions and roller coasters
    • Google Ads as a form of positive risk
    • Analogy between the financial industry and witch doctors
    • How to use tools and training to make financial decisions more relatable to clients
    • Equipping financial advisors with tools to help their clients make informed decisions
    • Managing clients' expectations by providing them with traceable financial plans
    • The impact of unexpected events on financial plans and the need for adaptability.
    • Advisors being the bridge between math and real world decisions
    • The importance of the financial advisors to focus on the results of numbers rather than just the numbers 


    Review, Subscribe and Share
    If you like what you hear please leave a review by clicking here

    Make sure you’re subscribed to the podcast so you get the latest episodes.

    • iTunes
    • Spotify
    • RSS
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あらすじ・解説

In this podcast, Todd Langford, developer of Truth Concepts tools, discusses how these tools aid financial advisors in providing clear, accurate information to clients, dispelling common misconceptions. He highlights the advisor's critical role in diagnosing economic health, creating personalized financial strategies, predicting potential problems, and encouraging financial adaptability.

To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  

Links and Resources from this Episode

  • Get in touch with Janet at janet@pem.email or 936-247-2732
  • https://prosperityeconomicsadvisors.com/summit-4-advisors/
  • Partner Link: https://gravystack.com/advisor  
  • Book Link: https://a.co/d/cU33ny1
  • Connect with Todd Langford
  • https://truthconcepts.com/about/
  • https://www.linkedin.com/in/truthconceptssoftware 


Show Notes

  • The principle of uncertainty
  • Analogy between predictable and unpredictable elements of financial decisions and roller coasters
  • Google Ads as a form of positive risk
  • Analogy between the financial industry and witch doctors
  • How to use tools and training to make financial decisions more relatable to clients
  • Equipping financial advisors with tools to help their clients make informed decisions
  • Managing clients' expectations by providing them with traceable financial plans
  • The impact of unexpected events on financial plans and the need for adaptability.
  • Advisors being the bridge between math and real world decisions
  • The importance of the financial advisors to focus on the results of numbers rather than just the numbers 


Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

  • iTunes
  • Spotify
  • RSS

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