Is your relationship with your planner providing you with the value and relationship you deserve?

Today, Justin Bennett shines a light on this question as he uncovers what it looks like to have a meaningful connection and to receive value in the client-planner relationship. Whether you’re already working with a planner or are considering working with one, this episode is a must-listen!

In this episode, you’ll learn:

• Why relationship and value are the most critical elements in the client-planner relationship
• Examples of how Bennett Financial deepens its client relationships
• What a strong relationship with a financial professional looks like
• The conversation most planners aren’t willing to have
• And more!

Tune in now and consider whether you’re getting the relationship and value you deserve from your financial planner.

Resources:  Bennett Financial Group - Website | Bennett Financial Group Facebook Page

2019-76973  Exp. 3/2021