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Podcast: Maximizing Outcomes
Episode: What to Expect When Having Your First Conversation About Retirement (Ep.2)
Description: Planning for your finances far in advance is always a good idea. However, planning for harsh financial circumstances is much more difficult.
In this episode of Maximizing Outcomes, Jim McGovern explains what clients can expect when having their first conversation with a financial advisor. He also goes into detail about the difference between a good and a great strategy when saving money for retirement.
Jim discusses:
What the first conversation with his team looks like using his unique four-step-process
The history of growth in his company by using their unique approach with clients
Strategies...