S1: Episode 2- Becoming a Client From Start to Finish

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