Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
How to Sharpen Your Meeting Caldence
02:17 • 2min
How to Talk to Your Clients
04:32 • 3min
The Importance of Long-Term Care Insurance
08:02 • 2min
The Impact of the Debt Ceiling on Portfolio Performance
09:35 • 2min
The Importance of Collaborating With Clients
11:48 • 2min
How Much Money Can I Take Out of My Portfolio to Fill My Gap?
13:45 • 3min
How to Retire Successfully
16:38 • 2min
The Mental Shift for Retirees
18:08 • 4min
The JP Morgan Timeline: A Great Tool for Meeting Clients
22:18 • 2min
The Power of a Conversation
24:13 • 3min
The Power of a Net Worth Report
26:52 • 4min
How to Be Impactful for Your Clients
30:31 • 5min