Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
00:00
What's the First Meeting With Clients?
Ndl: The first when somebody chooses to hire us, the first thing that we do with them is have we have a meeting that sort of gets them organized. So introducing money, introducing ad vic pay likewise. Ndl: One of my goals early on was to have em two people always working with clients. We don't call em aa planter, a lead planter, and aa co planter,. There truly are two planters that are working with every client but we do have some difference in roles.
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