20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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How to Build a Financial Plan for Your Clients
The next iteration of TVs that I'm sure Samsung and LG are rubbing their hands with is going to be a normal 85 inch TVs at a touch screen. At the moment, they're just too expensive. And if they need to scale it back, we scale it back during the planning meeting. But if they said they want to do this stuff, do it. The final thing, I just had of interest, we barely focus on the actual investments in the initial planning meeting. That comes up at a later date. I don't talk about it at all in the initial blueprint meeting or planning meeting, whatever you want to call it. It's not your problem. You'll either work longer
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