19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
00:00
How to Be a Successful Financial Advisor
I use a three-year question, you know, for it to be a success. What in really three years of hence, what does this sex look like? I try and avoid the tree hugging stuff. There's an awful lot of money has been spent on that kind of stuff. And I'm not sure it's totally appropriate. It should come up organically as part of the annual planning meeting process because it's in their financial plan as a cost is now going. We're here to make sure that the money is there for those things when it's needed. That's really our role.
Transcript
Play full episode
