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