In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys.

Our guest, Financial Staples Founder and Principal Chloé Moore, CFP^®, shares her successful strategies for reaching tech industry clients. She shows how financial advisors can effectively connect with a niche audience by revamping a website with specific client examples, engaging in public speaking, and writing for industry publications. As co-founder of the BLX Internship program, Chloé provides insights into how the program is helping firms connect with diverse talent. This episode offers clear, actionable steps to enhance your advisory practice through personalized client service and strategic marketing.

Learn more about personalizing planning here: https://emoneyadvisor.com/personalized-planning-tips