23 - Sin Bin or Send Off?
TRAP: The Real Adviser Podcast
00:00
The Trap of Miserable Client Relationships
Alan, Carl and Andy answer your questions on financial planning. There's a pinned tweet at advisor podcast where you too can leave an unnamed question for us to answer. We're catching up, but we still got loads of unanswered questions, but we haven't had so much time. So without any further ado, I think I'm going to cut the trappist off and pull the first one out of the sack. And this is from a Darren Billkey who's on Twitter as at Darren Billkey. He'd like to hear a big debate about whether all of your firms use the same tools or different ones per advisor or per client life stage. What type of assumptions do you each use
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