Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
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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