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The value of trust and client experience, and investing in precious metals

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Manage episode 447261320 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners 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.

Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms of business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 447261320 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners 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.

Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms of business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

  continue reading

45 episodes

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