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Podcast: Smart Money Questions
Episode: The Average Client & What Legal Docs You Must Have
Description: People often ask us, “What’s your average client like?” We’ll share what traits they have and why they are successful. Also, find out what documents you must have and why you should keep them up to date.
Read more and get additional resources here: https://wp.me/p9B077-Nn
What we discuss on this episode:
0:30 – 20-year wedding anniversary
3:30 – Mortality and documents
7:11 – Wills
9:36 – How do I measure up?
13:02 – Gratitude
15:02 – Define your success
15:55 – The Giant Killer