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
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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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