January 17, 2022

Episode 179: 2 Things You Need To Ask Clients In Every Appointment

Retirees are faced with many unknowns, but two in particular affect their retirement more than anything else. In this episode, Chad and Caleb cover the 2 BIGGEST retirement unknowns and 2 questions you can ask clients to help illustrate the importance of safety and security during their current season of life.

Also available on Apple Podcasts ↗