Ep. 3 What’s Next When Joining Fleishel Financial Associates!

Ep. 3 What’s Next When Joining Fleishel Financial Associates!

by | Sep 12, 2022

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Summary:

Your first meeting with a financial advisor helps you learn more about their practice.

But what happens after you sign on the dotted line is still a mystery.

In this episode, Tom Fleishel explains the next steps once you’ve signed on the dotted line. Tom highlights Fleishel Financial’s approach to finding the right client and how the firm builds and develops financial plans, starting with a five-year plan and creating steps to achieve client goals.

Tom discusses:

  • The client demographic they work best with
  • Who works with you to create your financial plan
  • How creating your financial life plan can guide your financial plan
  • The importance of coordination between your team of professionals
  • And more!

Resources:

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