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20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

TRAP: The Real Adviser Podcast

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The Importance of a Discovery Meeting

I think for, for taking clients on as much as possible, do it in real life. We send in advance a couple of videos to explain our investment proposition. And we don't sort of not have the meeting if they don't. It's very interactive and also shows that it's up to that. You decide what life you want to live. You tell me, and we'll see if the numbers stack up. So it's a really live and interactive situation. I've seen other people who kind of have a pre-pack presentation here which is almost like a PDF. And that's just doesn't work. In terms of the actual work, we follow Nick Lincoln's approach in

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