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Your Optimal Personal Economy (YOPE) is not solely based on your investment rate of return. It's your ability to protect, save, grow, distribute, enjoy and transfer. It's your ability along the journey to seek fulfillment in all domains of life, not just money.
Episodes
Monday Apr 08, 2019
Monday Apr 08, 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
2019-76973
Exp. 3/2021
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