Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
Financial Advisor Success
How Does It End Out?
Ike: Is it broken apart that way were yearly? You're mixing matching modules, or is it even more just flexible. So does itt end out? Ii, just modularize that way. We're gon to have a couple of meetings, but we're tans taking the client's cue on how we're tackling this. It's very flex so am in our process map that we show clients,. There's one block for that design, like that collaborative process, and it says two to three meetings. The last meeting is where we will go through all the decisions that we made over the course of the planning process.
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