Plus: what is a "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.
A 20–30 minute high-level conversation where we get to know each other and identify where we can bring the most value.
If you feel we might be a good fit, the next step is to fill out our confidential questionnaire. This makes sure we are efficient and effective with our time at the next meeting.
This is where we identify gaps, discuss your goals in detail, and define the scope of work involved. By the end of the meeting, we have the information needed to quote the annual fee. There is still no commitment whatsoever to proceed.
