20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

1

Introduction

00:00 • 2min

2

The Undercurrent of Loathing and Acrimony

02:27 • 2min

3

The FSA's Financial Resilience Survey

03:59 • 2min

4

Abraham's Advisor 3.0

05:35 • 2min

5

The Value of a Conference Format

07:41 • 2min

6

The Importance of Penalties for Fraud

09:51 • 2min

7

The White Collar Crimes in Ireland

11:51 • 3min

8

The Importance of Investing

14:37 • 2min

9

The Implications of Artificial Intelligence on Consulting Businesses

17:07 • 4min

10

AI and the Future of Financial Planning

20:40 • 2min

11

The Talent Person: Amelia Powell

22:32 • 4min

12

How to Build a Strategy Meeting With a Client

26:10 • 3min

13

How to Build a Financial Master Plan

29:39 • 2min

14

How to Reset the Scene When Prospects Come Back to You

31:24 • 5min

15

The Importance of Small Things in a Meeting

36:48 • 2min

16

The Importance of a Discovery Meeting

38:43 • 4min

17

The Metis Life Plan Meeting

42:14 • 4min

18

The Maslow's Hierarchy of Needs

45:49 • 5min

19

How to Make Manifest in 12 Months

51:00 • 3min

20

How to Plan Your Future With a Financial Advisor

53:53 • 3min

21

How to Build a Financial Plan for Your Clients

57:22 • 2min

22

The Joy of Investing

59:23 • 2min

23

How to Be a Successful Trappist

01:01:29 • 4min

24

The Limits of a Vertically Integrated Firm

01:05:09 • 2min

25

How to Hire an Independent Financial Planner to Hold You to Account

01:07:02 • 2min

26

The Importance of Having a Sounding Board

01:08:53 • 2min

27

The Dangers of Everyone Going to Indexing

01:10:30 • 2min

28

How to Design a Wardrobe for Your New Place

01:12:08 • 2min

29

The Rode NT USB Versatile Studio Quality Mic

01:13:44 • 2min

30

The End Is Nigh

01:15:17 • 3min