19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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How to Review a Relationship With a Financial Advisor
"I'm not sure I've ever done a discovery meeting that went over say an hour and a half," he says. "It's how can we change the tone entirely? It's such to try and, you know, get away from the private bank." He adds: 'Life is a journey or something like that. And it's about living your best life'
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