Clearview Client Experience episode artwork

EPISODE · Feb 7, 2025 · 52 MIN

Clearview Client Experience

from Clearview Financial Radio Show · host Mediate Financial Services

-- A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new.So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.  We tackle this and more on the new Clearview Financial Radio Show!--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!-Catch us on our local radio show!Newsradio 570 WKBN, Saturdays 6 A.MFinancial Advisor Chris Mediate covers a variety of common issues faced by retirees and pre-retirees on "Clearview Financial Radio Show." Chris and Amy (co-host) answer questions about the ins and outs of retirement planning.  Check Us Out!-- -- -- -- -- --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M

-- A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new.So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.  We tackle this and more on the new Clearview Financial Radio Show!--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!-Catch us on our local radio show!Newsradio 570 WKBN, Saturdays 6 A.MFinancial Advisor Chris Mediate covers a variety of common issues faced by retirees and pre-retirees on "Clearview Financial Radio Show." Chris and Amy (co-host) answer questions about the ins and outs of retirement planning.  Check Us Out!-- -- -- -- -- --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M

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Clearview Client Experience

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How long is this episode of Clearview Financial Radio Show?

This episode is 52 minutes long.

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This episode was published on February 7, 2025.

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-- A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there...

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