Listen "The Client Experience"
Episode Synopsis
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.
More episodes of the podcast Fullerton Financial Hour
Planning for Large IRAs
09/08/2024
Four Retirement Unknowns
25/07/2024
Risks in Retirement
28/06/2024
Three Stages of Retirement
14/06/2024
Retirement for Small Business Owners
17/05/2024
Plan For The Worst and Hope For The Best
19/04/2024
Creating a Lasting Legacy
05/04/2024
Behavioral Finance and You
21/03/2024
Creating a 5-Star Retirement Plan
15/03/2024
Four Retirement Unknowns
08/03/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.