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S6E15 First Meetings
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We can all agree that the first meeting is crucial.
But - why?
What are you looking for out of that meeting? What makes the first meeting a successful one? What's your intention for this meeting - and for the entire process around it?
In this week's episode, Nathan and Jordan unpack what they think makes a good first appointment, what they've seen other advisers doing and what they've learned from talking with people like Brendan Frazier.
With the now-customary digression into sceptical naivete and dissection of their own, internal processes, this episode is all about asking listeners - how good's your first meeting, and how can you make it better?
Nathan:
Jordan:
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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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