33 - Revolutionise Your Referrals
TRAP: The Real Adviser Podcast
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Client Meeting Dynamics and Financial Planning Insights
Advisors hold a client meeting, revealing discrepancies in financial assumptions and premature gift discussions. The importance of understanding client spending habits for effective financial advice is emphasized, along with the need for accurate data on client spending especially in retirement. Intricacies of long-term cash flow planning, the significance of delaying gifting, and the concept of giving with a warm hand are explored.
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