What's Your Action Item in Financial Planning?

Great value exists on a spectrum as well, and micha toyor point, i love just seeing how other advisers articulate points. If you're having great success getting older clients to actually spend their money, i want to see those things. And pick one thing you can improve upon. Ois to action. Mber twotact in his book, we've talked about in podcasts, is when you're doing financial plans, or really any task that requires the creative process. You have to hack parkinson's law to your favor.