The purpose of a first meeting is to have rich and meaningful conversations - Financial Life Coach Podcast meets Neil Bailey

Mar 28, 2018

• Why Neil would always address the burning issue first
• ‘Why tell me why you are here’, is the first question followed by, ‘tell me how you think we can help’
• Listening with empathy is key
• Why we mustn’t resolve issues in first meetings and we must just listen.
• Who is Fortitude Freddie?
• Why Neil believes that new entrants should get their own financial plan and that good financial behaviours need to be learnt and practiced.
  
  @fortitude_neil