May 19, 2023

Periodic reviews with certain clients can look very different from reviews with others. We’ve worked with just about every type of personality through the years so let’s talk about how our conversations might sound depending on who we’re meeting with for a review.

Here are some of the things we discuss in this episode:

1:02 – Clients that always need us to explain something again

2:07 – The client that is positive about everything

3:12 – The client that never wants to come into the office to meet.

4:30 – The person with a great new idea or something always happening

5:45 – The person that’s always worried about everything

8:44 – On the case with Heath: Getting too enamored with one product

12:44 – Mailbag question on bank failures

14:14 – Mythbusting with Matt: Social Security is its own independent decision

19:47 – Mailbag question on retiring early

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