The value of trust and client experience, and investing in precious metals
Manage episode 447261320 series 3577077
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
45 episodes