Financial Advisor's Workshop with Brian Kasal cover image

#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host

Financial Advisor's Workshop with Brian Kasal

00:00

Becoming Financial Advisors and Selling a Service

This chapter explores how the speakers became financial advisors and the importance of selling a service. They discuss their five-step retirement income plan and stress the need for a well thought out process for making financial decisions.

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