The Power of Planned
The (Less) Lonely Meetings Companion Post to Coloring Within the Lines
Hello (Less) Lonely Money Community!
Welcome to this month’s drop from (Less) Lonely Meetings—a toolkit for turning each (Less) Lonely Money article into real, relationship-centered conversations.
Inside, you’ll find two ready-to-use tools:
Client Companion – A reflection-forward, copy/paste newsletter you can send to clients and prospects. It mirrors this month’s article and helps spark meaningful dialogue.
Meeting Ready – A flexible 30-minute conversation guide designed to fit within (or gently reshape) your existing meetings—especially during reviews or relational check-ins.
These tools aren’t scripts or sales prompts. They’re quiet nudges toward better conversations—designed to help your clients feel more seen, supported, and steady through change.
Think of it as a monthly conversation drop for advisors who want more depth, with less prep.
This month’s theme: The Power of Planned
Client Companion – This Month’s Client-Facing Newsletter
Newsletter Title: Why Structure Makes Us Feel Safe
Subtitle: A reflection on leadership, clarity, and why your financial meetings should never feel like a pop quiz
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