What Does a Genuine Client Advisory Process Look Like? (BWL POD #0165)

In this episode of The Banking With Life Podcast, James & Ryan reflect on the 2023 Nelson Nash Institute Think Tank. They also discuss the character & value of a genuine client advisory process! As always, we hope you enjoy and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! ━━━ Become a client! ➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE) Register for our free webinar to learn more about Infinite Banking... ➫ https://www.bankingwithlife.com/getting-started-webinar ━━━ Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit... The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery. It's the perfect primer for everyone interested in becoming their own banker. Buy your starter kit here: ➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/ ━━━ Learn more about James Neathery here: ➫ https://bankingwithlife.com Learn more about Ryan Griggs here: ➫ https://www.griggscapitalstrategies.com/ ━━━ Listen on your iPhone with Apple Podcasts: ➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017 Listen on your Android through Stitcher: ➫ https://www.stitcher.com/podcast/bank... Listen on Soundcloud: ➫ https://soundcloud.com/banking-with-life-podcast ━━━ Follow us on Facebook: ➳ https://www.facebook.com/jamescneathery/ ━━━ Disclaimer: All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.