Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
Scott Dougan got a wake-up call when he found out his business advisor was taking on more clients. Would the advisor be too busy to talk with him now? How would it affect their relationship? The experience made Scott think about his own clients and how his business expansion makes them feel. Find out what he learned and how he applies that to his business relationships now.
Read more & get additional financial resources here: https://wp.me/paeENs-97
Today's show schedule:
2:00 – Scott shares how adviser has helped him
4:13 – Scott finds out his adviser wants to expand and help others
7:53 – How business expansion can affect clients
11:12 – Scott discusses business growth
12:04 – Relationships are sacred
14:02 – Job No. 1 is taking care of clients.
Retirement Questions That Every Generation Should Be Asking
Embracing the Unexpected: 9 Retirement Surprises Unveiled
Conquer FOBO: Making Decisions with Confidence
The Shift from Saving to Spending Money
Practical Strategies for Protecting Retirees Against Scams & Fraud
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Peak 65: Preparing for the Largest Retirement Surge Ever
Biggest Changes for Retirement in 2024
Focus on Systems Instead of Resolutions in 2024
The 5 Types of Wealth & Why People Chase Only One at the Cost of Others
The Ultimate Retirement Planning Mixtape
How To Successfully Climb The Retirement Mountain
Latest Updates to Medicare with Cortney Dale
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Building An Estate Plan With No Regrets
Retirement: Ready Or Not, Here It Comes
The 2023 Halftime Report with Mike Sorrentino
5 Key Areas of Your Financial Life
Mastering Retirement Cash Flow: Understanding Changing Expenses
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast