Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients with Shari Greco Reiches
1 hour 32 minutes Posted Aug 23, 2022 at 11:00 am.
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Show notes

Shari Greco Reiches is the Co-Founder and Chief Visionary Officer at Rappaport Reiches Capital Management, an independent RIA based out of Illinois that oversees more than $800 million in assets under management for 350 client households. After experiencing a life-changing incident, Shari created her 5-step framework and “CFO Family Checklist” that she now uses with her clients to help them stay focused on their financial plans and ensure that their plan is consistent with their personal values.

Listen in as Shari shares how she developed her “Maximize the Return on Life” framework and how her team built their “CFO Family Checklist” over time to identify planning issues to discuss with clients. You'll learn how they use these tools as a form of living financial plan to help their clients stay focused on their goals and values, how their Diamond Teams approach establishes clear roles for each team member, and how they use a combination of financial planning and a passive investment approach to gain more referrals.

For show notes and more visit: https://www.kitces.com/295