The Art of Client Engagement

08/10/2024 6 min
The Art of Client Engagement

Listen "The Art of Client Engagement"

Episode Synopsis

Abe Ashton discusses how proactive communication can prevent customer dissatisfaction and the importance of timely information, especially regarding financial matters like required minimum distributions (RMDs) for retirees. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

More episodes of the podcast Your Family And Your Retirement