2025 Garrett Retreat

Do you have trouble charging clients for your time?  Do you often find yourself "forgiving" or "writing off" a portion of the time you spend on client projects? Do you ever feel you're losing prospects because of "high" fees or that you're spending more time than you care to trying to justify your fees to your clients?  Do you have trouble articulating the value you bring to bear in your work as a financial planner?  If you answered "yes" to any of these questions or you'd simply like to spend less energy spinning your wheels or efforts on the wrong things or in the wrong direction, you may find this session helpful.  Lisa will share some of the strategies she's employed, drawing both on her 14 years' experience in marketing, as well as from her 11 years' experience running her own hourly financial planning practice.

This presentation will focus on concrete steps clients can take to safeguard their digital lives, and how financial advisors can coach them into action. As financial advisors, our clients’ financial assets are not secure unless clients are taking steps to lock and monitor their accounts.

The presentation will cover:

• Why digital security is so important
• Concrete tasks clients can take based on their level of sophistication and exposure/risk
• When and how to have the conversation and strategies to encourage clients to action