Creating Client Confidence and Connection (Ep.66)

What this episode covers

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals. Matthew, Brent, and Joshua discuss: How they got started in financial planning and what brought them together What separates their practice from other financial firms How they spend their time with friends and family outside of work And more Connect With RPA Wealth Management: [email protected] (909) 296-7977 RPA Wealth Management LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: RPA Wealth Management

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 31 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on May 12, 2022.

What is this episode about?

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement. In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for...

Can I download this Retirement Plan Playbook episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.