DiscoverRetiring CanadaEP 64 - Our New Client First Year
EP 64 - Our New Client First Year

EP 64 - Our New Client First Year

Update: 2025-10-14
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From that first coffee and handshake to personalized follow-ups and ongoing strategy, here’s what your first year as a client really looks like.

Specifically, we are going to discuss:

-       How a team approach leads to a more robust relationship

-       The importance of a coffee and handshake

-       Your tailor first year experience – in writing

-       How often we will meet, whether by phone, virtually or in person

-       Our specialization and commitment to you

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

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As a thank you, you’ll receive a copy of our latest Retirement Guide AND MORE!

 ***

EPISODE RESOURCES:

📊  Work With Michael

💻 Subscribe to the Newsletter

👉 Download Our Latest Retirement Guide

✏️  Submit Your Question

📘  Get a Copy of My Book

🌐 www.RetiringCanada.ca

 

Sample of Client’s First Year


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EP 64 - Our New Client First Year

EP 64 - Our New Client First Year

Michael Isbister, CFP®