How The Howard Financial Group Process Works

The Retirement Huddle

Konten disediakan oleh Walter Storholt and Mark Howard. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Walter Storholt and Mark Howard atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

10M ago 10:33

MP3•Beranda episode

Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

Here’s some of what we discuss in this episode:

What does the discovery phone call process look like?
Some of the common concerns and life circumstances we frequently receive calls about
Why listening and communication are such vital parts of this process
The importance of involving family members in the financial planning journey

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

112 episode

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