27 min

Episode 2 – The Discovery Process Live Clearly Podcast

    • Investing

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