Just like humans, the market and the financial industry are constantly evolving.
How are you keeping up?
Today, Justin Bennett highlights the importance of making the right planning changes that are appropriate for the times, and what it means to make changes for the right reasons.
In this episode, you’ll learn:
- How the marketplace is different now compared to 10 years ago
- How Bennett Financial addresses changing times with clients
- Examples of some of the wrong reasons to change your planning
- The right reasons for change
- And more!
Join Justin now for another thought-provoking episode on how your planning should be changing along with the times — as long as it’s for the right reasons.