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

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

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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 – https://escapingthebucket.libsyn.com/building-a-financial-plan-stage-2-the-three-questions-learning-to-love-the-grind?tdest_id=2602703

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