20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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How to Build a Financial Master Plan
By the end of it, I've got a financial plan and strategy built out. This is version one, it's live and collaborative. We'll update it every single year. The trick with these meetings is to have a two-track mind. And they both need to be independent tracks. If you've just got one track on the couple, you then can't think about the software. Other advisors do different things, but that's how I do it. So who's next?
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