#166: Josh's systems: onboarding (aka coaching program)

Top takeaways:

1. Josh’s onboarding is a 3-month, 4- or 7- 7-meeting process for people who are not psychologically ready to be financial adviser clients.
2. The first full 60-minute meeting is devoted to short- and long-term goals.
3. It’s very hard to build a real budget without knowing where you are and where you’re going.
4. Having short, regular accountability/working meetings is ok–Josh does 30-minute monthly meetings at the beginning and then longer, quarterly “get stuff done” meetings later.

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