Being a financial planner requires one to serve their clients. Contrary to what most believe, doing what is in the client’s best interest is important to advisors. They want to build a relationship that will last for years. Today we interview Jeff Bowers with Plan2Retire to learn more about his approach to retirement planning.
Jeff will share with us:
· Jeff’s interest in money and passion for financial literacy
· The Fiduciary Role
· The characteristics successful clients share
· The process planners take
· What “fee only” means