20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
00:00
The Maslow's Hierarchy of Needs
Alan: We don't necessarily dwell on that page, but we do talk about gold streams and aspirations. If it's going beyond that, I think it's too long because this is a process. So we're trying to get to, are we OK? And then it's like the Maslow's hierarchy of needs,. Then where do we go after that? Dreams, goals, aspirations, then legacy stuff and whatever. But being conscious of not trying to do too much in the first meeting as we're tryingto partner with people over a very long period of time.
Transcript
Play full episode
