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SPECIAL EPISODE: New Client Process & Client Experience

SPECIAL EPISODE: New Client Process & Client Experience

FromFederal Employee Financial Planning Podcast


SPECIAL EPISODE: New Client Process & Client Experience

FromFederal Employee Financial Planning Podcast

ratings:
Length:
37 minutes
Released:
Oct 3, 2022
Format:
Podcast episode

Description

Throughout the past few years, the world has undergone a lot of changes. Many people have had to shift their business to be completely virtual in order to accommodate this new way of living, and Mason & Associates, LLC was no different. So, what has changed in their practice and how has this shift impacted their clients? In this episode, Tommy and John will be discussing their new client process, what the client experience is like and why this update is important. Access the full show notes at Mason & Associates, LLC
Released:
Oct 3, 2022
Format:
Podcast episode

Titles in the series (66)

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.