The Holistic Retirement Podcast

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Biggest Issues With Initial Financial Plan

April 1, 2021

When potential clients come in for the first time to sit down with an advisor, they usually have a lot of initial issues because of the lack of a plan. We talk about the 3 main issues that new clients often have and how to address them.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996