Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)
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What does your first meeting with WE Alliance Wealth Advisors look like?
Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in shaping a successful financial journey.
Gain insights into the revolutionary Retirement 360 Optimizer, an innovative tool designed to navigate the multifaceted nature of financial planning, ensuring that clients receive comprehensive and tailored guidance.
Terry discusses:
- Why is it important for advisors to create a positive working relationship with clients
- How his team helps clients feel comfortable and at ease
- Common fears and stresses clients face related to retirement
- The importance of a thorough and personalized initial meeting process
- And more
Connect with Terry Wheeler:
Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.
The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.