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The Challenge! Who Delivers More Value? [Episode 166]

The Perfect RIA

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What Is a Financial Plan?

I just cannoti literlly make i cannot picture in my mind spending more than five hours on a plan. I've got to believe and i would love, i would sincerely love to hear from somebody who is taking anything north of five hours. But let's let' step back ro quick. Jarleys s had said something, i don't want to mix ture. We're defining it here. And so one of things wit setting expectations with prospects and clients, i'm really defining what that outcome means.

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