Rick Randall shares his insights during quarantine: He talks about the podcast, how he was doing many webinars, and explains about transactional thinking.

Links and Resources from this Episode

• Connect with Rick Randall
• • https://lifespanusa.com/team/bio/rick-randall

Show Notes

• Transactional thinking - 2:13
• What's unusual nowadays - 3:12
• The problem with the transactions traps - 5:20
• The problem starts with the attorneys - 5:47
• Academic thinking - 7:48
• Recruiting and training attorneys - 10:33
• Building a plan that works - 13:49
• Transactional attorneys - 14:29
• Creating a plan that works for the client - 16:02
• Estate planning is an ongoing process - 21:30
• Focus on today - 27:44
• We do plans because we care for others - 29:05
• It is all about control - 33:40
• What most financial advisors do - 35:02
• Get your plan updated! - 36:33
• The educations of the agents - 38:50
• The substance of the planning - 41:41

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