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This episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that experience made him a better advisor.
In this podcast, you will hear:
- About the shift from investment-focused planning to life-focused planning, and why Frankie & his firm are embracing it
- How giving your clients an opportunity and a platform to express their deepest desires can lead to more effective planning
- Strategies for remaining your clients’ trusted advisor, despite the chatter in the media and across the internet
- Why Frankie thinks persistence is critical to achieving big goals
RESOURCES: Roberston Stephens | Alliance of Comprehensive Planners