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The Financial Planning Process
Manage episode 320666301 series 2446480
Contenuto fornito da Sean Lee. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Sean Lee o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.
What we discuss:
0:30 - How do we feel about this year’s Super Bowl?
1:33 - What signs show an advisor is overly focused on selling?
2:35 - What information are they gathering about you?
2:54 - Are they pointing out the good and the bad?
3:41 - What’s the process at Retirement Elevated?
5:40 - What improvements have Sean made in the planning process?
6:58 - What advice would Sean give his former self?
8:42 - Is there something unique about the experience working with Retirement Elevated?
Get additional financial information: https://retirementelevatedpodcast.com/
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