Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
The Five Meeting Process
Michael Kitzis: We try to do those, I'd say roughly a month apart. So we first start working with somebody, say four initial meetings. And the first meeting is definitely just really kind of a get to know you, goals, exploration and sort of the kinder process. The second meeting is mostly cash flow. That's a pretty focused meeting on that topic. And then meeting three is scenario planning, right capital. He says they've started doing private websites for their clients as well.
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