Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
00:00
Do You Have Disability Insurance?
M, we also try to set priorities during those conversations. We notice you don't hav any disability insurance. Can you confirm that's correct? Correct. F y i, we're probably gong to talk about this more later, exactly. And by the way, if kids education is a big concern to you and you don't have any life insurance and you don’t have any disability insurance, that's a problem,. So we build off from that. If there's nothing like pressing, if there isn't anything that anybody says is more important than anything else, they just want to really good, be in a really good place then we will typically do the third meeting around
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