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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