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67. Reimagining Discovery Meetings: Helping Retirees Dream Bigger with Adam Chapman
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Ashley is joined by Adam Chapman, founder of YESmoney, for a conversation about what can happen when advisors rethink the language and structure of the planning process. Adam talks about why some clients, especially retirees, may not know how much they are allowed to dream until the plan gives them permission.
Together, Ashley and Adam talk about the difference a simple wording shift can make, including why Adam renamed the traditional discovery meeting a “blue sky session.” They also touch on client behavior, collaboration, retirement spending, and…
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