19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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How to Engage With a Financial Advisor
"I won't have an initial meeting with the client unless they're filled that in," says Alan. "That's their first test of how engaged are they involved in this? That's really important, Andy." If you don't fill it in, he adds, 'you ain't getting a meeting' He also suggests using Zoom to ask questions rather than writing them out on paper.
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