The purpose of a first meeting is to have rich and meaningful conversations - Financial Life Coach Podcast meets Neil Bailey
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
- Why Neil would always address the burning issue first
- ‘Why tell me why you are here’, is the first question followed by, ‘tell me how you think we can help’
- Listening with empathy is key
- Why we mustn’t resolve issues in first meetings and we must just listen.
- Who is Fortitude Freddie?
- Why Neil believes that new entrants should get their own financial plan and that good financial behaviours need to be learnt and practiced.
@fortitude_neil
