Listen "Easing Client Anxiety in Financial Planning"
Episode Synopsis
In this episode, Kevin Blanchard discusses the transition from teaching to financial advising, emphasizing the importance of easing client anxiety during initial meetings. They share personal anecdotes about teaching experiences and the significance of creating a comfortable environment for clients to discuss their retirement plans. The conversation highlights the need for personalized financial strategies and the positive impact of effective communication in alleviating client concerns. Ready to connect with David and Kevin? Visit Meche & Associates today!See omnystudio.com/listener for privacy information.
More episodes of the podcast Your Retirement with David Meche
Determining the amount needed to retire
27/05/2025
Defining and strategizing for RMDs
13/05/2025
Best Of: Micro-Retirement: Fad or For Real?
18/02/2025
Valentine's Day and the 4% Rule
11/02/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.