The Client Experience - June 28, 2025 Podcast By cover art

The Client Experience - June 28, 2025

The Client Experience - June 28, 2025

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 A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be 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 potential new client first meeting with a financial professional and what this meeting and process may entail.

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