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 Qualify for a Financial Advisor

A pre meeting form for prospective clients, you complete online. There's some boring information at first, then the questions I ask in this order. Do you currently have a written pound specific financial life plan? We know the answer to that is going to be no. How many personal finance slash investment books have you read? None one or two plus is a huge red flag for me.

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