Our Onboarding Process at RPA Wealth Management (Ep.68)

Retirement Plan Playbook

Контент предоставлен Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2+ y ago 27:45

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If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.

Matthew, Brent, and Joshua, discuss:

How they apply a seven step financial planning process
The structure of each meeting with you
The first questions they will ask you and how your responses determine a financial plan
How they communicate with you
And more

Resources:

Retirement Plan Playbook: What To Expect When Working with RPA Wealth Management (Ep.67)

Connect With RPA Wealth Management:

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