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20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

TRAP: The Real Adviser Podcast

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The Importance of Having a Sounding Board

"I make perfect decisions and everything I do in life joke. All the plans go out the window," he says. He has a group of well-intentioned, high-quality friends to discuss things with him. "Do I need to hire a full time financial planner to do that? Not necessarily."

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