The GenFi financial planning process, including the “Zero Meeting”
In this video, Ben introduces GenFi’s unique approach to financial planning, particularly tailored for physicians who make up 95% of their clientele.
He outlines the initial steps for engaging with their services, starting with a “Zero Meeting,” which is conducted via Zoom with no expectations, pressure, commitment, judgment, cost, or strings attached. The purpose is to determine mutual compatibility without any obligation, lasting anywhere from 45 minutes to an hour.
This non-committal approach allows both sides to decide if they wish to proceed with a partnership.
Video Disclosure: Investment advice provided through Generational Financial Partners, LLC, a Securities and Exchange Commission registered investment advisor. See full disclosure here. Benjamin Yin is formerly an investment advisor with Eagle Strategies, LLC, a registered investment advisor.
