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.
5 Reasons Someone Should Never Hire A Financial Advisor
In The News And Mailbag: Tax Reform, Housing Market, Bitcoin
What's Your Return On Retirement?
5 Common “Pain Points” In Your Financial Life
State Of The Markets
Episode #14: Redefining Retirement
Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making
Episode #12: When Stocks Drop - Understanding Market Corrections
Episode #11: Client Personalities - Which One Are You?
Episode #10: What Actual Services Should Your Advisor Provide?
Episode #9: How To Hire The Right Financial Advice-Giver
Episode #8: 2018 End Of Year Tax Planning Checklist
Episode #7: Holiday Ham And Running Out Of Money
Episode #6: Annuities - The Good, The Bad, And The Fine Print
Episode #5: Planning During The "Golden Decade"
Episode #4: Don't Listen To Misleading Marketing
CAN Risk
Misleading Money Headlines That Drive Us Crazy
5 Important Questions To Ask When Making Crucial Financial Decisions
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