filmov
tv
Discovery Process
Показать описание
THE DISCOVERY PROCESS...
This is the first step in our financial planning process at Precedence Private Wealth.
Our clients are the absolute focus during this stage, as our team aims to learn everything we can about them...From their dreams and goals to their struggles, trials and tribulations.
Every good financial plan should begin with active listening. We strive to fully understand how our clients feel about money both emotionally and fundamentally. We then gain a full understanding of their current financial situation and where they desire to be in the future.
It is far more than just discussing their investments and retirement planning. We dive deep into every aspect of our client's lives and try to connect with every precise and intricate detail of each of their dreams and desires.
With this type of clarity, the stage is set for the most accurate and truly personal recommendations and a solution tailored to the needs of each specific client.
This is the first step in our financial planning process at Precedence Private Wealth.
Our clients are the absolute focus during this stage, as our team aims to learn everything we can about them...From their dreams and goals to their struggles, trials and tribulations.
Every good financial plan should begin with active listening. We strive to fully understand how our clients feel about money both emotionally and fundamentally. We then gain a full understanding of their current financial situation and where they desire to be in the future.
It is far more than just discussing their investments and retirement planning. We dive deep into every aspect of our client's lives and try to connect with every precise and intricate detail of each of their dreams and desires.
With this type of clarity, the stage is set for the most accurate and truly personal recommendations and a solution tailored to the needs of each specific client.
0:02:52
0:07:22
0:04:17
0:36:45
0:01:52
0:07:32
0:09:21
0:13:47
0:34:03
0:04:11
0:02:01
0:01:38
0:04:41
0:08:15
0:04:35
0:01:09
0:03:52
0:04:15
0:49:01
0:52:43
0:02:44
0:01:10
0:02:34
0:13:08