))
035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago
Manage episode 371149444 series 3001511
Το περιεχόμενο παρέχεται από το Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Every client should have a plan for their income, investments, taxes, health care, and legacy. Unfortunately, most firms just offer products and rarely help implement strategies in each of these areas of life–which is why it’s so important to us at SHP Financial.
With that in mind, I’m excited to be joined by Laura Russo and Natalia Carmago to give you a behind the scenes look at how we set our clients up for long-term success. Laura comes from the world of trust administration at a major bank, where she worked with ultra high net worth clients, and Natalia brings decades of experience from a large investment firm.
In this episode, we dig into what goes into our client review process, how we create whole-person plans for our people, what your first meeting with us might look like, and the value of keeping things small.
In this podcast interview, you’ll learn:
- Why so many firms don’t give their clients a comprehensive picture of their life, health, or finances through their offerings.
- What happens in the typical first meeting–and why it’s all about getting to know the client, and not the other way around.
- The difference between reactive and proactive planning.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
Connect With Us on Social
70 επεισόδια
Μοίρασέ το
