Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Chicken or the Egg?
03:03 • 3min
How to Get More Prospects, More Leads?
06:04 • 2min
The Only Hard Sell Is the End of the Day
07:36 • 5min
Do We Do What We Say We're Gonna Do?
12:30 • 1min
Is This Your Only Client?
13:55 • 5min
Where Do You Keep the Money?
19:02 • 3min
Onboarding a Client - What's the Onboarding Process?
22:08 • 3min
The One Single Mistake Every Financial Planner Makes
25:15 • 3min


