Your Optimal Personal Economy PODCAST

Episode 45 - Relationship and Value - Both Are Necessary

April 8, 2019

Is your relationship with your planner providing you with the value and relationship you deserve?

Today, Justin Bennett shines a light on this question as he uncovers what it looks like to have a meaningful connection and to receive value in the client-planner relationship. Whether you’re already working with a planner or are considering working with one, this episode is a must-listen!

In this episode, you’ll learn:

  • Why relationship and value are the most critical elements in the client-planner relationship
  • Examples of how Bennett Financial deepens its client relationships
  • What a strong relationship with a financial professional looks like
  • The conversation most planners aren’t willing to have
  • And more!

Tune in now and consider whether you’re getting the relationship and value you deserve from your financial planner.

Resources:  Bennett Financial Group - Website | Bennett Financial Group Facebook Page


Exp. 3/2021

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