Purpose of planning finances
Air date: Mar 27, 2023Do you have prospects that skirt around strategizing their finances with you because they have yet to see your value in helping guide them? Jim…
Holistic financing
December 5, 2022How many of your clients view financial planning as a necessary evil? How much do you wish they could see your goal to protect their…
How to navigate divorce
October 24, 2022A client in the midst of divorce may shy away from meeting with their financial planner. With so much sudden legal and financial burden on…
First paycheck planning
August 22, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
The transition into retirement
July 18, 2022When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…
First paycheck planning
June 1, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
First paycheck planning
January 24, 2022Sometimes it can be difficult for your clients to overcome their urge to spend, especially after they receive their first paycheck. This episode with Financial…
The transition into retirement
October 18, 2021When it comes to retirement, each of your clients will have different needs and unique situations that you as a financial professional will need to…