Having Checklists and Flow Charts Will Help You Communicate Better

In closing, you talked a lot about how like having these checklists and flow charts is going to help me have a better relationship with my client. Tell me why some people might say that's like a hard path to draw. If you as the advisor are asking the right questions and it comes across that you're uncovering every stone looking for issues to help that client, that client's going to trust you more. And if they're trusting you more, they're going to stay around and they'll give you more money to manage.