Ep 5: Making Customized Plans For Each Client


Manage episode 290586440 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.

As people, we all vary in who we are and what we want out of life. We all find our own purpose in this world and we want what is best in the context of our lives. That being said, our financial plan should also reflect these differences. It doesn't make sense to try and fit everybody into the same financial plan when our goals are different. Phil talks on some software he uses to make a customized plan for each of his clients and why you shouldn't settle for anything less.

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

Phone: (224) 616-2016

Email: PT@BreakoutPrivateWealth.com

39 episodes