Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
00:00
Is the Action Checklist Just a First Meeting Thing?
First meeting gets an Ohm second meeting for action checklist in lieu of a big old 50 page financial plan. So we're all, they know they're getting that we're all on the same page. They know what it's on there to do list. We check things off that we get done on the call. And that has really been helpful in people seeing the progress they're making as well.
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