Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
How to Be a Better Trainer for Your Team
01:43 • 3min
How to Provide Good Advice to Your Clients
05:12 • 1min
How to Succeed in a Meeting
06:42 • 2min
How to Normalize a Client's Experience
08:40 • 3min
How to Deliver Value in Prospect Meetings
11:25 • 3min
The Perfect RA Challenges Financial Advisors to Answer the Question, What Would You Do if You Were Not Afraid?
14:15 • 5min
How to Talk to a Client About Retirement
19:06 • 5min
How Much Money Do You Want to Spend in Retirement?
23:48 • 3min
How to Bridge a Gap in Retirement Income
27:17 • 3min
How to Help Your Client Retire and Have Less Spendable Income
29:58 • 4min
How to Choose the Right Clients
34:26 • 5min


