20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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How to Hire an Independent Financial Planner to Hold You to Account
Do any of you pay for an independent financial planner to hold you to account on your own financial plan? If not, what strategies do you employ to protect yourself and natural human behaviors and biases to avoid strain from the plan? How do you reconcile getting sufficient value when the lights are telling you what you already know? Okay, I'll quickly kick off. Next question is from, who's this from? Toby Evans, who's on Twitter as at Tobias Evans, one, numeral one. People don't want cheap, they want safe, safe is how they deem it. Move on.
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