Getting Started
Oct 10, 2019•1 hr 5 min•Season 2Ep. 4
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Episode description
- Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.
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Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
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