Things Adam discusses with John:

His background in Financial Services

What he sees in successful planners and why he thinks they succeed

How to have great meetings with clients and prospects

What younger planners can do to engage with connections and clients

How he sees the future of financial planning

 

Show Notes:

John's website - http://dashfield.com/

John's webinar - https://app.webinarjam.net/register/24907/42861e28d5

People John mentions - George Pransky , Michael Neill

John's book recommendation - https://www.amazon.co.uk/d/Books/Invisible-Power-Insight-Principles-Work-Dr-Manning/0996530509