On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what's appropriate and effective. Book A Call With Phil: <a href= "https://bit.ly/31iOtBO" target="_blank" rel= "noopener">https://bit.ly/31iOtBO</a> Phone: (224) 616-2016 Email: <a href= "mailto:PT@breakoutprivatewealth.com">PT@BreakoutPrivateWealth.com</a>

On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what's appropriate and effective. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what's appropriate and effective. Book A Call With Phil: <a href="https://bit.ly/31iOtBO" rel="noopener noreferrer">https://bit.ly/31iOtBO</a> Phone: (224) 616-2016 Email: <a href="mailto:PT@breakoutprivatewealth.com" rel="noopener noreferrer">PT@BreakoutPrivateWealth.com</a>

Ep 28: Is Your Advisor An Effective Communicator?

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois.

Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X.

If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.

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Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.

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Ep 28: Is Your Advisor An Effective Communicator?

Ep 28: Is Your Advisor An Effective Communicator?