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