19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Risk of Running Out of Money
I'm totally polar opposite to that. And I give the terms of business, whatever we have to call it, the client agreement, I give it out of the last possible legal moment because I don't want them off by that stage. So interesting, Nick. You preposition it or you educate them, let's say you educate them before you ask them to fill this in. Yeah, I do the bucket out. And I say, thanks, you know, they told me your lifestyle cost is 50k. Chances are one of you is going to live for three plus decades. That lifestyle cost that stuff that's in your bucket, that's got to last you for three plus
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