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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

CHAPTER

The MindMap for Financial Planning

Every time we have a new client that comes on board, we duplicate the template. We get all the sections that we've learned throughout the years. And then we're able to build off of that. There's less dependency on us remembering it. Even something as simple as does a 401k have after tax contributions? We have this in the template so we can ask that at least prompt the questions or team knows yes or no from that.

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