Ep 236 Customer Experience
Manage episode 457108429 series 3463187
On today's episode, Financial expert and #1 Amazon best-selling author John Browning and his co-host Doug Sandler talk about the competitive advantage smaller firms can offer through tailored customer experiences and direct client interactions. They also dive into the value of personal relationships for customized financial advice, covering topics like retirement savings, healthcare decisions, taxes, and investment strategies. To get a copy of John's book called, Build a Life, Not (just) a Portfolio or to connect with John, text "LIFE" to 321-421-5213 or visit John's website at www.GuardianRockWealth.com.
Connect with John Browning:
Substack: https://substack.com/@buildalifeyoulove
LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/
John Browning YouTube Channel:
https://www.youtube.com/@johnbrowning937/videos
Nothing in this communication should be construed as personal advice & past
performance is no guarantee of future results. There is a risk of loss associated
with investing. No representation or implication is made that any methodology or
system will generate profits or ensure freedom from losses. Guardian Rock LLC
and its affiliates are fiduciary investment advisors. Please consult with us before
making investment decisions and/or attempting to implement the strategies and
tactics we discuss in any of our publications.
#buildalife #buildalifeyoulove #wealthmanagement #financialplanning
#strategicplanning
237 эпизодов