In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.

It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.

John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.

He’ll cover:

• What he’s learned about understanding clients’ unique needs and goals
• The importance of planning for mortality
• Helping clients get through tough times
• Getting confidence and clarity around a financial decision 
• How to balance short-term and long-term goals
• And more