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Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Creating Client Confidence and Connection (Ep.66)

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Manage episode 328254166 series 2515949
Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.

Matthew, Brent, and Joshua discuss:

  • How they got started in financial planning and what brought them together
  • What separates their practice from other financial firms
  • How they spend their time with friends and family outside of work
  • And more

Connect With RPA Wealth Management:

  continue reading

112 episoder

Artwork
iconDel
 
Manage episode 328254166 series 2515949
Innhold levert av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.

Matthew, Brent, and Joshua discuss:

  • How they got started in financial planning and what brought them together
  • What separates their practice from other financial firms
  • How they spend their time with friends and family outside of work
  • And more

Connect With RPA Wealth Management:

  continue reading

112 episoder

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