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Lessons from 50 Years in Financial Services

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Manage episode 379430865 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.

It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.

John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.

He’ll cover:

  • What he’s learned about understanding clients’ unique needs and goals
  • The importance of planning for mortality
  • Helping clients get through tough times
  • Getting confidence and clarity around a financial decision
  • How to balance short-term and long-term goals
  • And more
  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 379430865 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.

It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.

John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.

He’ll cover:

  • What he’s learned about understanding clients’ unique needs and goals
  • The importance of planning for mortality
  • Helping clients get through tough times
  • Getting confidence and clarity around a financial decision
  • How to balance short-term and long-term goals
  • And more
  continue reading

110 episodes

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