
Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi
Financial Advisor Success
Why You Shouldn't Ask People to Pull Together Their Numbers the First Time They Talk
You should never ask people to pull together their numbers the first time they talk. The numbers are not even the most important thing at all. What I always start with is saying, what's your rich life? So let's talk about that. Let's talk about what happens when I ask people that question. And you know what the words they use to answer that question are? They go, I want to do what I want when I want.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.