Better Planner

Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan. In this episode, Taylor Stewart and Colin Page talk about where projections actually fit in financial planning. They cover the difference between projections and calculations, why detailed models can create false confidence, and how to keep the focus on the only qu...

Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly. In this episode, Taylor and Colin talk through how they’ve both found clients without being “marketing people.” Colin shares how his blog became the foundation for his website, newsletter, lead magnet, and prospect follow-up. Taylor walks through what’s worked on his own site, including loc...

The first call has 1 job: figure out whether both sides should keep talking. In this episode, Taylor Stewart and Colin Page walk through their prospecting processes from first website click to signed client. Colin shares how he uses a short form, a 15-minute intro call, document collection, and a one-page plan to qualify serious prospects before proposing a fee. Taylor shares his Ataroke flow, inc...

Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me? In this first episode of Better Planner, Taylor Stewart and Colin Page talk about defining the job clients are actually hiring you to do. Taylor shares how asking clients one uncomfortable question helped him cut back a $30,000 tech stack, simplify hi...