Episode 30 - Planning Process, Step-by-Step
Update: 2024-08-21
Description
In this episode of "Building Wealthy Habits," Randy, Laura and Jeremiah take you through the experience of meeting with a financial advisor. They break down the entire process, from your first meeting to the creation of a personalized financial plan.
You'll hear about the onboarding steps, starting with the initial appointment to gather essential information, followed by the clarifying appointment to refine your strategy. Our hosts stress the importance of trust and clear communication, laying the groundwork for a successful advisor-client relationship.
Get insights into the implementation phase, where you'll learn how advisors help organize accounts and manage investments. The goal is to boost your confidence in your financial future and guide you toward achieving your goals.
You'll hear about the onboarding steps, starting with the initial appointment to gather essential information, followed by the clarifying appointment to refine your strategy. Our hosts stress the importance of trust and clear communication, laying the groundwork for a successful advisor-client relationship.
Get insights into the implementation phase, where you'll learn how advisors help organize accounts and manage investments. The goal is to boost your confidence in your financial future and guide you toward achieving your goals.
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