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Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi

Financial Advisor Success

CHAPTER

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.

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