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30 min
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Play Caller - Calling in the Right Play at the Right Time Financial Control Freak
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- Investissement
Brent has a conversation with his financial planning coach about challenges facing clients, as well as those who advise them.
Highlights
A special guest today - 0:54 Helping people communicate - 1:40 The most important things that consumers overlook - 3:56 The Four F’s: Faith, Family, Fitness, and Finance - 5:15 What advisors can learn from Trent - 8:58 What’s the velocity of money? - 10:37 The best plan today - 18:20 The importance of being different - 20:53 What’s a “super freak” in business? - 21:28 A proponent of whole life insurance - 23:58 The death benefit part - 25:19
Links and Resources from this Episode
Connect with Brent Turner https://brentturner.net/ bturner@brentturner.net Connect with Trent Fortner https://twitter.com/dtrentfortner?lang=en
Brent has a conversation with his financial planning coach about challenges facing clients, as well as those who advise them.
Highlights
A special guest today - 0:54 Helping people communicate - 1:40 The most important things that consumers overlook - 3:56 The Four F’s: Faith, Family, Fitness, and Finance - 5:15 What advisors can learn from Trent - 8:58 What’s the velocity of money? - 10:37 The best plan today - 18:20 The importance of being different - 20:53 What’s a “super freak” in business? - 21:28 A proponent of whole life insurance - 23:58 The death benefit part - 25:19
Links and Resources from this Episode
Connect with Brent Turner https://brentturner.net/ bturner@brentturner.net Connect with Trent Fortner https://twitter.com/dtrentfortner?lang=en
30 min