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20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

TRAP: The Real Adviser Podcast

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How to Make Manifest in 12 Months

AI will automatically create a summary of all the key points immediately in real time. Clients get that email when they're back home to recap what we've discussed. Whatever your fee structure or model is, you've got to have a conversation around cost. We are kind of selling the invisible, aren't we? We're selling as all this fluffy stuff, hopes, dreams, ambitions, etc. How do you make manifest? That's for another time.

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