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Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 years of experience in financial services, Todd specializes in holistic planning as well as accumulation, preservation, and income distribution, all through comprehensive investment, retirement estate, and business planning, as well as life health and disability insurance programs.
In this podcast, Mike and Todd explore the dynamic world of financial advisory, tackling communication gaps, holistic planning, and the keys to fostering trust for meaningful client interactions.
They also discussed:
- Communication challenges in financial services, highlighting gaps between advisor discussions on protection and client perceptions.
- Todd’s practice evolution, transitioning from a focus on protection to a holistic approach covering accumulation, preservation, and distribution.
- Todd’s communication process, emphasizing the Four F’s (Family, Fun, Fitness, Finances) and the importance of trust in building client relationships.
- Introduction to The Family Meeting Tree concept, encouraging discussions on wills, family agendas, and future scenarios for enhanced communication.
- Four Transitions of Aging discussed: financial management, healthcare, living arrangements, and transportation.
- The ethical will as a tool for clients to communicate values, wisdom, and legacy to their loved ones.
- Clients seeking both financial and psychological balance in retirement, incorporating lifestyle aspects into financial planning.
Click here to view The Family Meeting Tree
Resources: Alliance for Lifetime Income | Allied Wealth Partners
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