AI listened in on a full year of advisor-client meetings. What it heard should give every advisor pause. Here’s what 12,000 conversations reveal about the meetings we thought we understood.
It's Friday, December 27th, and here we are, my final podcast. For some of you, it'll be a big relief. For others, I'm not sure if there are any others. But anyway, this is my last one. After 1,500 radio broadcasts over the last 35 years, 500 daily podcasts over the last three years, I guess they say “all good things have to come to an end”.
What is the most important message? What are the most important things I can share with you? I talked with you a couple of days ago about aging and longevity, the incredible implication on our lives as a result of this. If you miss that podcast link to it's in the show notes. And I alluded in that conversation to the 60-40 glide path.
My last three broadcasts, podcasts on this long running series are this week. Today, then we're going to take off tomorrow for Christmas Eve and on Wednesday for Christmas day so our team can celebrate, with their families. But I'll be back with you for my final two podcasts on Thursday and Friday, December 26th & 27th.
