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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Importance of Having a Financial Plan

The hope was that they would have money for us to manage um so we do the plan because I felt strongly you know we should have a kind of like when I learned how to build a house. In most years we do a hundred and fifty new financial plans a year and uh 30 40 maybe 50 updates as well as that a year. We just do a lot of them, not doing like onesie and two's a year three or five a year we're doing a lot more than that.

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