20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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The Metis Life Plan Meeting
The Metis Norway approach to the first cash flow meeting. We have two people in the meeting always, private client manager and financial planner. So we're just going to make sure that we're talking to the client. And I think we're big and bold enough now to be making some decisions ourselves.
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