30 min

Episode 18 – Build a Plan That Works for You The Utilization of Money

    • Investing

Is your financial plan working for you and your current and future goals? Ben Duronio walks us through the client process at Levine Financial Group. He explains how new client relationships begin, and the focus of new financial plans for clients. In this episode, you will learn: What the first call with a client looks … Continue reading Episode 18 – Build a Plan That Works for You →

Is your financial plan working for you and your current and future goals? Ben Duronio walks us through the client process at Levine Financial Group. He explains how new client relationships begin, and the focus of new financial plans for clients. In this episode, you will learn: What the first call with a client looks … Continue reading Episode 18 – Build a Plan That Works for You →

30 min