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2min chapter
DIYers, Navigating Challenges and Delivering Value in Client Interactions
The Perfect RIA
Challenges of Creating a One-Page Financial Plan and Showcasing Value
This chapter explores the challenges of creating a one-page financial plan and how it relates to the dishwasher rule, emphasizing the importance of showcasing value and planning for the future. It also discusses using a guided structure in client meetings and making the process personal, with a mention of a guest speaker from the UK focusing on intentional work and overcoming self-limiting beliefs.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode