19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Importance of Having a Bucket List
Carl has been in the business for 30 years. His father started off as an insurance salesman, now he's a lifestyle financial planner. He says money is irrelevant when you're trying to build a long term partnership with people. Carl: What should we be looking at? Are there things there are too many people who have bucket lists,. right?
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