
Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath
Financial Advisor Success
How to Make Retirement Planning Work for You
i went right off almost entirely from rote memory because you've done these conversations somebody would prime to the clients like i'm just going to start sounding off on the things you all need to hear about what i did. and where did the presentation come that you're delivering for this like does the college give it to you when they invite you to do retirement planning today or like did you have to make this from scratch or did you like find a six-hour retirement workshop in a box? "I always write an outline on the board and in that outline i go through eight topic areas and it ends with a state planning near the end or in middle will be investment planning and tax management," she
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