Lessons from 50 Years in Financial Services
Oct 11, 2023•50 min•Ep. 82
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Episode description
In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.
It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.
John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.
He’ll cover:
- What he’s learned about understanding clients’ unique needs and goals
- The importance of planning for mortality
- Helping clients get through tough times
- Getting confidence and clarity around a financial decision
- How to balance short-term and long-term goals
- And more
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