5min chapter

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Stacking The Odds In Your Favor [Episode 207]

The Perfect RIA

CHAPTER

How to Talk to a Client About Retirement

Alex, I generally don't use the retirement word. But it's the same questions I just say financial independence. When do you want to be financially independent? They're like, oh my gosh, that would be amazing. Business owners can't who in their mind retirement is sitting in a rocking chair and they can't imagine themselves doing this goes back to using terminology that they resonate with. And so get all of these things pick such a difference.

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