20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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The Joy of Investing
I don't spend long on it, but I discussed the Maven Invest portfolios. If I know I am presenting a Metas life plan on a particular morning, I am buzzing coming into work. It is the part of the business that I get up in. So if I have a new couple coming in, I'm like, oh my God, we're actually going to change some lives here today. That might sound like a ridiculous statement,. But I believe it. Andy just said, you know, it's what he loves doing best. He stopped doing it guys. You guys know this, right? And I'm back in doing it this year. I just love it.
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