EP 64 - Our New Client First Year скачать в хорошем качестве

EP 64 - Our New Client First Year

From that first coffee and handshake to personalized follow-ups and ongoing strategy, here’s what your first year as a client really looks like. Specifically, we are going to discuss: -       How a team approach leads to a more robust relationship -       The importance of a coffee and handshake -       Your tailor first year experience – in writing -       How often we will meet, whether by phone, virtually or in person -       Our specialization and commitment to you Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan. WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter (https://www.retiringcanada.ca/retirem...) As a thank you, you’ll receive a copy of our latest Retirement Guide AND MORE!  *** EPISODE RESOURCES: 📊  Work With Michael (https://fundamentalwealth.ca/get-started) 💻 Subscribe to the Newsletter (https://www.retiringcanada.ca/retirem...) 👉 Download Our Latest Retirement Guide (https://www.retiringcanada.ca/retirem...) ✏️  Submit Your Question (https://www.retiringcanada.ca/submit-...) 📘  Get a Copy of My Book (https://www.amazon.ca/dp/B09BK6VKV3) 🌐 www.RetiringCanada.ca (https://www.retiringcanada.ca/)   Sample of Client’s First Year (https://c0acd580-0282-44f8-ad7d-f9eb3...)