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.