Episode Synopsis "The Client Experience"

A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

Listen "The Client Experience"

More episodes of the podcast Fullerton Financial Hour

• Four Retirement Unknowns
• Risks in Retirement
• Three Stages of Retirement
• Retirement for Small Business Owners
• Plan For The Worst and Hope For The Best
• Creating a Lasting Legacy
• Behavioral Finance and You
• Creating a 5-Star Retirement Plan
• Four Retirement Unknowns
• Creating a 5-Star Retirement Plan
• Topics on Your Retirement Planning List
• Make Your Money Work for You
• Money Challenges in Retirement
• Top Financial and Retirement News of 2023
• Four Retirement Unknowns
• Retirement Dreams v. Reality
• Bon Voyage in Retirement
• Planning for the Future as a Family
• Psychology of Money
• Retirement Challenges for Women
• Top Retirement Advice
• Money Challenges in Retirement
• Planning for the Future as a Family
• Creating a 5-Star Retirement Plan
• Mental Health in Retirement
• Making Plans For Your Retirement
• Retiring Today
• Four Questions About Retirement
• Psychology of Money
• Protected Income
• Get the Facts on Social Security
• Creating a 5-Star Retirement Plan
• Retirement Dreams vs. Reality
• Money Challenges in Retirement
• Topics To Put On Your Retirement Planning List
• Planning for the Future as a Family
• Your “All Weather” Retirement Strategy
• Retirement Rubik’s Cube
• Creating a 5-Star Retirement Plan
• Super Bowl of Your Retirement
• Retiring Today
• 2023 New Year’s Resolutions
• Christmas Price Index
• The Client Experience
• Retirement Challenges for Women
• Do You Need Life Insurance in Retirement
• Boomers Up to Bat, Gen X On Deck