How The Howard Financial Group Process Works

The Retirement Huddle

Inhalt bereitgestellt von Walter Storholt and Mark Howard. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Walter Storholt and Mark Howard oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

10M ago 10:33

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Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

Here’s some of what we discuss in this episode:

What does the discovery phone call process look like?
Some of the common concerns and life circumstances we frequently receive calls about
Why listening and communication are such vital parts of this process
The importance of involving family members in the financial planning journey

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

112 Episoden

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