Ep 4: Helping Clients With Their Retirement Journey


Manage episode 289526826 series 2895818
By Phil Telpner. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Diving into the financial world can be daunting for average consumer. There are big name banks and firms that are notorious for serving clients as a salesman and not a financial advisor. Even though there are shady people in the industry, finding someone with your best interest in mind can be one of the best choices you make when it comes to your retirement plan. Phil talks about how he builds relationships with his clients when putting together their plan and why it makes all the difference in the world.

Book A Call With Phil: https://bit.ly/31iOtBO

Phone: (224) 616-2016

Email: PT@BreakoutPrivateWealth.com

39 episodes