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