• Discovering Hidden Retirement Savings

  • 2024/07/30
  • 再生時間： 12 分
  • ポッドキャスト

Discovering Hidden Retirement Savings

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Joe discusses the importance of building trust and rapport with clients in the financial industry. He emphasizes the need for financial professionals to understand their clients' personal backgrounds and goals in order to create effective retirement plans. Joe shares a success story of how he helped a client discover hidden retirement savings and restructure their plan. He also explains the Owner's Box View experience, which includes a comprehensive financial analysis and yearly check-ins to make necessary adjustments.

    Ready to connect with Joe? Click here to get started.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

Joe discusses the importance of building trust and rapport with clients in the financial industry. He emphasizes the need for financial professionals to understand their clients' personal backgrounds and goals in order to create effective retirement plans. Joe shares a success story of how he helped a client discover hidden retirement savings and restructure their plan. He also explains the Owner's Box View experience, which includes a comprehensive financial analysis and yearly check-ins to make necessary adjustments.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.
個人ファイナンス 経済学
続きを読む 一部表示

Discovering Hidden Retirement Savingsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。