67 - Events, Dear Boy, Events!
TRAP: The Real Adviser Podcast
Networking and Innovation in Financial Advisory
This chapter explores the significance of networking and knowledge-sharing within the financial advisory industry, with a focus on independent conferences. It highlights the evolving nature of professional gatherings, the cultural differences in event organization, and the impact on advisors at various career stages. Additionally, the chapter emphasizes the role of cash flow modeling in financial planning and the importance of providing clients with a clear roadmap for their financial future.
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