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2019 Plan & Points (Work - Planning Points (Wills (Why, How), Less…
2019 Plan & Points
Key Principles
Work
Patience
Attention to detail
Think long term
Consistency
Care less
Personal
Leave work at work
Think long term
Consistency
Care less
Work - Planning Points
Pension Annual Allowances
'Fact Finds' - more detail - in clients benefit
Less jargon
Do they understand
Wills
Why
How
Emergency funds for long term investments
Client Objectives for the year
Checking clients biases
Pre and Post Meeting Processes
Courses/Learning
Personal
Driving
Swim lessons/club
Work
Entrepreneur Accelerator
Life Planning
Behavioral Finance
Books
Advice that sticks
Key Person of Infleunce
Legacy
Give & Take
Its a Matter of Trust
Triathlon
Hackney Half
L'Etape
70.3
New Forest Cycle Event
Work - Brand
LinkedIn Recommendations
Seminars
Behavioral Finance
'Snappy Dressing' = Be me
Wine Referrals