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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

CHAPTER

How to Plan for the Future

I'm struck by how short term your time window is for the timeline. Like most planning timelines I find are a lot longer, if only just to keep clients focus on long term goals and saving for retirement. But when you think about most clients, especially young families, what do they care about? They want to experience their money. So even getting clients to stretch their thinking to five years to 10 years, that's a lot of effort, but there's also a lot of value there.

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