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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Why Doing Financial Planning with Clients In Person is a lot Better than Doing it Alone
Description: In this episode, I go over doing financial planning with clients present during the input stage and why I think it adds value to them and your relationship with them as a financial advisor. I talk through the process first and then go into how on our first meetings with clients, I like the clients to see a plan in place so they can understand how the software works.Ā I hope you enjoy this episode!Did this podcast get you to take action in some way? Iād love your thoughts and feedback on this podcast. Ā Iā...