The Perfect RIA

Fricken DIY'ers

4 snips
Aug 17, 2023
The podcast discusses the challenges posed by DIYers and the change in approach to charging for prospect appointments. They emphasize the importance of delivering value during meetings and highlight the role of seminars in building relationships. They explore the use of a fact finder document to establish credibility and the benefits of charging for prospect appointments. They also discuss gathering client information, setting goals, extreme accountability in financial planning, and the ideal clients they aim to onboard.
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Episode notes
1
Introduction
00:00 • 3min
2
Establishing Credibility with a Fact Finder Document
03:09 • 4min
3
Charging for Prospect Appointments
06:47 • 6min
4
Gathering Client Questions and Setting Goals
13:16 • 4min
5
Extreme Accountability in Financial Planning
17:35 • 12min