S1: Episode 2- Becoming a Client From Start to Finish
Play • 30 min
Starting a new financial plan with a new company doesn’t need to be complicated. It can (and should) be simple and efficient.

In this episode of Simplify Your Retirement, Stephen Stricklin explains the client on-boarding process at Wise Wealth from start to finish. 

In this episode, you will learn:

 	The four steps of the WISE process
 	What a client’s first meeting with Wise Wealth would look like
 	The importance of creating a plan and setting goals
 	The importance of keeping goals in mind
 	The ongoing education provided by Wise Wealth
 	And more!

Discover the Wise Wealth on-boarding process!

Resources: Wise Wealth
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