27 Min.
Episode 2 – The Discovery Process Live Clearly Podcast
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- Geldanlage
When working with any financial professional, it is important that both parties get to know each other. That is what the discovery process is all about. Today, Rebecca Novin-Cannon explains the first steps every new client at Novin Cannon Financial Group goes through. She not only discusses the process, but she also explains the purpose … Continue reading Episode 2 – The Discovery Process →
When working with any financial professional, it is important that both parties get to know each other. That is what the discovery process is all about. Today, Rebecca Novin-Cannon explains the first steps every new client at Novin Cannon Financial Group goes through. She not only discusses the process, but she also explains the purpose … Continue reading Episode 2 – The Discovery Process →
27 Min.