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What Drives People To Get Advice : Case Study

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Manage episode 216699199 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 216699199 series 1044733
Content provided by Colin Meeks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colin Meeks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.

  continue reading

101 episodes

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