『The Personal Touch in Financial Planning』のカバーアート

The Personal Touch in Financial Planning

The Personal Touch in Financial Planning

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

In this episode of The Real Retirees of New Jersey, Randy & Peggy Fisher discuss their mission to help clients retire once and retire right. They emphasize the importance of personal relationships with clients, the emotional aspects of financial planning, and the proactive approach they take in managing finances. The couple shares insights into their working dynamic, the structure of their business, and the common concerns clients have regarding retirement. They also highlight the challenges they face in their profession, particularly when dealing with loss, and the importance of educating clients in simple terms to help ensure understanding.

For more information visit www.therealretireesofnewjersey.com!

See omnystudio.com/listener for privacy information.

The Personal Touch in Financial Planningに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。