You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans.
Yvonne Martin-Morrison is a financial planner with Raymond James Ltd.’s Retirement and Financial Planning Group. In 2019, she was the winner of the PlanPlus Global Financial Planning Award for Canada. She provides planning services, advice, and tax intelligence for Raymond James advisors and their clients. Her work also involves creating educational materials, presentations, and publications to empower advisors and help them better serve their clients.
Listen to the episode to find out what Yvonne has to say about her no-nonsense approach to financial planning, her principles of good financial planning, and how to approach decumulation.
What You’ll Learn in This Episode:
- How Yvonne approaches working with advisors and their clients (5:25)
- When advisors should reach out to Yvonne for support (13:20)
- Overcoming clients’ objections to planning (17:35)
- Yvonne’s basic, no-nonsense definition of financial planning (19:45)
- Yvonne’s approach to decumulation in retirement (36:20)
- The power of principles (40:40)
- Common mistakes advisors make when bringing in an outside expert (50:45)
Links and Resources:
Raymond James
Quotes by Yvonne Martin-Morrison:
“It’s very important that I avoid getting lost in the details right at the beginning.”
“What is the point of planning if you’re not implementing the strategies and solutions?”
“When we get those outputs and those software results, that allow me to really dig into analysis. And I think that’s one of the challenges for a lot of advisors is they think an output is the end. For me, that’s the beginning.”
Yvonne has been through it all as a financial advisor – from her uncertain rookie years to taking on some of the most complex situations in the business. Now, she steps in to help other advisors create integrated and comprehensive financial and retirement plans for their clients.
Below, we’re sharing three key ideas that Yvonne has to share in this episode:
- How Yvonne approaches working with advisors and their clients
- Overcoming clients’ objections to financial planning
- The power of principles in retirement planning
For the rest of the episode, find the podcast on iTunes or Stitcher, or hit the link above.
How Yvonne approaches working with advisors and their clients
Yvonne approaches working with advisors the same way you probably approach working with your clients. She asks them about where they are at in their planning, how they’ve been doing, what’s been...
