2min chapter

Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

The Process of Fact Finding a Financial Plan for a Client

I'm struck just because for a lot of advisory firms they still ultimately have it set up where the advisor who who's the primary on the relationship is the one that delivers the plan. If there's in-house support it tends to be more behind the scenes and construct the plan and create the deliverable but not necessarily do the delivery. So I guess I'm just curious like what what was it like for you going through this process of fact finding plan construction plan delivery for someone that wasn't originally your client? And then at some point of soon it goes back to the original advisor but you're you're in with them for this financial plan journey stage.

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