Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The Onboarding Process
01:44 • 3min
I Love Doing Foreshadowing With My Clients
04:36 • 2min
Getting More in Depth Into Client Processes
06:45 • 4min
Putting the Pieces Together - The Pro Tip
10:46 • 3min
Are Your Clients Looking Forward to Your Meetings?
13:52 • 3min
The Five Things That Are All in Order
16:24 • 2min
Is He Not Telling Me Anything?
18:01 • 2min
The Body Language of a Financial Planner
19:38 • 3min
Is There a Difference Between Blue and Pink?
22:38 • 3min
Is My Money in Transit?
25:24 • 2min
What's Your First Action Item?
27:53 • 3min