20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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How to Plan Your Future With a Financial Advisor
Alan Hart says his most enjoyable part of the job is doing these meetings live with clients. He and Carla are very future focused as financial advisors, but their clients aren't. So it's just opening that sort of thought process with them that I think is important. Mr Hart: "To get your financial house in order, we've got to do about 45 things"
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