Adam sits down with Cody Garrett to discuss the often over-looked, but truly critical information gathering stage of the financial planning process. Cody's a big believer in the power of "genuine" curiosity. We explain how a well-informed question has the power to strengthen your relationship with a new client.

Very Exciting News: Measure Twice Planners and The Boston Institute of Finance have created a new scholarship opportunity for BIF/Bryant CFP Education!

Learn more and apply: measuretwiceplanners.com/scholarships