In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.He’ll cover:What he’s learned about understanding clients’ unique needs and goalsThe importance of planning for mortalityHelping clients get through tough timesGetting confidence and clarity around a financial decision How to balance short-term and long-term goalsAnd more

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