Financial Advisor Success cover image

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

Financial Advisor Success

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app