We have Geordan Waldman bringing forth his questions tomorrow. I have added them here for those of you that wanted to look at them ahead of time and if you wanted to refresh your memory during the meeting!
1. How do you currently educate clients on the role of debt in wealth-building? Do you see debt as purely a liability, or can it be a strategic tool?
2. How does your sector (e.g., tax, insurance, investment planning) view real estate as a tool for retirement planning? Are there misconceptions among clients that should be addressed?
3. There are no impossible financial goals, just unrealistic timeframes. How do you help clients manage expectations?
4. How do you balance the need for liquidity with long-term growth for your clients?
5. What’s the biggest misconception your clients have about money management, and how do you address it?
6. What trends do you see shaping the future of financial planning, lending, or investing? How are you adapting to these changes?
7. How do you help clients prepare for retirement while managing current liabilities?
8. What’s one example where your financial advice had a transformative effect on a client’s financial trajectory?
9. How is the rapid pace of technology and AI use shaping your industry?
10. If there was one thing you could change about how clients perceive your profession, what would it be?
