Business
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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS