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When you hear the words client experience, what do you think of?
In this episode, we spend more time getting to know the host, Darren Wurz, MSFP, CFP®. He discusses what client experience means to him and his team at Wurz Financial Services, and shares the process he uses to help his clients plan for retirement.
Darren discusses:
- What it is like to be a client at Wurz Financial Services
- Common questions clients have when it comes to retirement planning
- The three step process to creating a financial plan
- The importance of investing in powerful software for financial planning
- How a client’s account is managed in his office
- And more
Related: Learn How to Avoid These Critical Financial Bad Habits