TRAP: The Real Adviser Podcast cover image

19 - Onboarding Pt1 - Getting To Know You

TRAP: The Real Adviser Podcast

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How to Set Goals in Your Office

"It's quite common, people say, I don't really know," he says. "I suppose it's experience leads you to, you know, find ways around that." 'We have a bucket list book in our reception - we're not expecting anyone to read it' He adds: 'You pluck anyone off the street, who's there? As we all know, those first meetings are thinking about retirement'

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