Starting a new financial plan with a new company doesn’t need to be complicated. It can (and should) be simple and efficient.
In this episode of Simplify Your Retirement, Stephen Stricklin explains the client on-boarding process at Wise Wealth from start to finish.
In this episode, you will learn:
- The four steps of the WISE process
- What a client’s first meeting with Wise Wealth would look like
- The importance of creating a plan and setting goals
- The importance of keeping goals in mind
- The ongoing education provided by Wise Wealth
- And more!
Discover the Wise Wealth on-boarding process!
Resources: Wise Wealth