18 - Critical Non-Essentials
TRAP: The Real Adviser Podcast
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How to Be a Successful Advisor
Nick Mario: I'm on a massive drive to simplify everything, to really get stuff down to an essence. He says he's changing his investment proposition but doesn't have discretionary permissions so has to do it on advised basis per client. The new approach involves telling clients via a very short three minute loom video where they are like, why we are doing this and what the rationale is. And that's in summary, critical, non-essential, small things. But you do 10, 20, 30 of those, and the experience is just entirely different. Andy Hart: We're going to talk about life and family and values in the future. So at one hour and nine minutes, 70
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