• Transaction Trapped Thinking

  • Apr 21 2020
  • Length: 47 mins
  • Podcast

Transaction Trapped Thinking

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  • Summary

  • 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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