The Client Experience


Manage episode 267946281 series 148544
By Save your Retirement with Pat Strubbe and Patrick Strubbe. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail. If you enjoy the podcast, would you please consider leaving a short review on It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!

194 episodes