What To Expect When Working with RPA Wealth Management (Ep.67)

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 25:06

MP3•Главная эпизода

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.

Matthew, Brent, and Joshua discuss:

An overview of services their company has to offer you
The importance of laying out your goals before creating a financial plan
Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
What you need to bring to your first financial planning session
And more

Connect With RPA Wealth Management:

109 эпизодов

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