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Encore Episode: Client Onboarding - Creating A Solid Foundation
The Perfect RIA
Building a Strong Financial Foundation
Establishing a solid financial foundation involves completing tasks like setting up spending plans, creating cash flow buckets, and ensuring the presence of important insurance policies. Life insurance, health insurance, disability insurance, and risk management are essential components. Regular monitoring and maintenance of insurance policies are crucial to keep them up to date and relevant. Developing relationships for property and casualty insurance is recommended, ensuring all insurance policies are accounted for within the financial planning framework.
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