May 19, 2023
Periodic reviews with certain clients can look very different from reviews with others. We’ve worked with just about every type of personality through the years so let’s talk about how our conversations might sound depending on who we’re meeting with for a review.
Here are some of the things we discuss in this episode:
1:02 – Clients that always need us to explain something again
2:07 – The client that is positive about everything
3:12 – The client that never wants to come into the office to meet.
4:30 – The person with a great new idea or something always happening
5:45 – The person that’s always worried about everything
8:44 – On the case with Heath: Getting too enamored with one product
12:44 – Mailbag question on bank failures
14:14 – Mythbusting with Matt: Social Security is its own independent decision
19:47 – Mailbag question on retiring early
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/