What would you like to talk about today transcript
When we meet with clients, one of the first things that I will ask is, what would you like to talk about today? You know, we've got an agenda that we put together, but what's on your mind? And in some cases, it's, Am I going to be okay? Will I retire at 65? How much should I have saved in my emergency funds? We want to make sure that we're there to assure them that if they do have a question or they do have a concern, we're going to work through it with them and be there with them every step of the way.