Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it but they put it off because of denial or embarrassment. How can you get them to take action? This episode with Marti DeLiema, who has her doctorate in Gerontology, will tell your clients about the important of a POA and how they can start to get their future financial affairs in order.
Promote This Episode with your Clients, Prospects, and Networks
How do you know when you should start planning? When’s the right time to a trusted advocate? This episode we have Financial Professional Marti DeLiema to answer all these questions and more! https://realwealthmedia.com
Are you in denial about getting older? Don’t let that prevent you from planning! Let’s do it together. https://realwealthmedia.com
Do you have your Power of Attorney all squared away? What about your other medical plans? Let’s take a deep dive into what they can do for you and why you may want to get this set up NOW! https://realwealthmedia.com
What are some of the reasons you aren’t staring your planning yet? Drop a comment and let me know. https://realwealthmedia.com
What do you want to start today? Let me help you get there – let’s schedule a quick 30-minute meeting sometime this month. https://realwealthmedia.com
When should people start planning? How do you know when you can no longer make sound financial decisions? When is the right time to transition financial responsibilities to a trusted advocate? This episode we have Financial Professional Marti DeLiema to answer all these questions and more! https://realwealthmedia.com
Are you in denial about getting older? Don’t let that prevent you from planning, because as much as we like to ignore it, it’s inevitable and if you don’t plan, you may find yourself in trouble. https://realwealthmedia.com
Do you have your Power of Attorney all squared away? What about your other medical plans? Let’s take a deep dive into what they can do for you and why you may want to get this set up NOW! https://realwealthmedia.com
What are some of the reasons you aren’t staring your planning yet? Drop a comment and let me know. https://realwealthmedia.com
What do you want to start today? Let me help you get there – let’s schedule a quick 30-minute meeting sometime this month. https://realwealthmedia.com
When should people start planning? How do you know when you can no longer make sound financial decisions? When is the right time to transition financial responsibilities to a trusted advocate? This episode we have Financial Professional Marti DeLiema to answer all these questions and more! https://realwealthmedia.com
Are you in denial about getting older? Don’t let that prevent you from planning, because as much as we like to ignore it, it’s inevitable and if you don’t plan, you may find yourself in trouble. https://realwealthmedia.com
Do you have your Power of Attorney all squared away? What about your other medical plans? Let’s take a deep dive into what they can do for you and why you may want to get this set up NOW! https://realwealthmedia.com
What are some of the reasons you aren’t staring your planning yet? Drop a comment and let me know. https://realwealthmedia.com
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