53 min
The Client Experience Save your Retirement with Pat Strubbe
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- Business
A phone call or website can seem so impersonal. And worse, it could be a scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It’s a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a first meeting with a financial professional and what this meeting and process may entail.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-client-experience/id1053921132?i=1000462864010? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!
A phone call or website can seem so impersonal. And worse, it could be a scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It’s a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a first meeting with a financial professional and what this meeting and process may entail.
If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/the-client-experience/id1053921132?i=1000462864010? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!
53 min