20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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Introduction
Lick Ninken and the gang share their wisdom about all things financial planning with some humor sprinkled in for good measure. When I heard that four of the most egotistical financial advisors on Twitter are starting a podcast, that does include you, Carl,. I was surprised when I learned it was full of practical advice for fellow financial advisors. The undercurrent of loathing and acrimony amongst the host gives it an edge worth six stars. And the Irish perspective is useful to hear. Any criticism is for blokes, MPS, which stands for I believe male pale and stale. Well worth a listen.
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