Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup
Financial Advisor Success
00:00
The Importance of a Mind Map in Financial Planning
The mind map literally isn't for the client at all. Like this is your internal reference document for all of the information. So we combine that visual with a very, very simple word document and that's their initial recommendations. And then with the client, you know, we're sharing our screen. We're using that Miro board, which is a lot of the time as it relates to here's your bank account structure. Here's how much cash we recommend that you hold on to. If you have old 401Ks or we're recommending opening up new Roth IRAs...
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