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S5E7 Ongoing Advice - Designing the Review
Manage episode 489734813 series 3591847
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Continuing the Ongoing Advice series, this week Nathan and Jordan dive into the mechanics of delivering ongoing advice. Specifically - designing the review meeting/s (don't let it be said this podcast goes too wide with its topics...).
They talk about how their own view has evolved through the series, and examine the different ways you could structure your time in the review.
Start by asking lots of questions:
- How many meetings?
- Will the meeting be a data gathering one, an engagement one, or a proposal/signing one?
- Will you have advice and info prepped going in?
- When will you position your fee - and how will you do it?
- How can you best discuss client goals - old and new? And how can you tie them into the values your clients are bringing into the process?
And, finally, stay tuned to find out the one area that Nathan and Jordan think financial advisers are miles ahead of every other professional on...
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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