Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder
Financial Advisor Success
00:00
How to Explain a Client Coming Back for a Second Meeting
The first, usually a meeting last somewhere between an hour and a half and two hours. And so somewhere between a third and half of that time, at the end only, occurs the financial element. So how do I explain the client coming back for the second meeting? If we are having this discussion, the first meeting about some of their goals and dreams and hopes and wishes; then the last third getting into the data.
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