TRAP: The Real Adviser Podcast cover image

46 - Politics - Do You or Don't You?

TRAP: The Real Adviser Podcast

00:00

Importance of Helping Referrals and Financial Planning Tips

Discussing the significance of assisting referrals, even if they do not become clients, and providing financial planning tips like creating a will and starting to save. The chapter also highlights a weekly finance blog, 'bankeronwheels .com', as a valuable resource and recommends the book 'Never Split the Difference' for negotiation strategies in financial planning.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app