Building a financial plan – stage 2 – the three questions, + learning to love the grind

Escaping the Bucket – Tom Desborough and Jeremy Squibb discuss the power of a strong vision in energizing clients to enjoy the process by discussing their own life plans, both having earned the Registered Life Planner® designation on their Escaping the Bucket podcast. They explain the Three Questions and how they help planners to dig deeper. Credit: Jeremy Squibb & Tom Desborough