Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

Here's some of what we discuss in this episode:

• What does the discovery phone call process look like?
• Some of the common concerns and life circumstances we frequently receive calls about
• Why listening and communication are such vital parts of this process
• The importance of involving family members in the financial planning journey

Want to get in touch with Mark?

https://retirementhuddle.com/ [email protected] 888-511-7526