Episode 16 - Client Feedback - The Impact of Financial Advice

Matthew and Lionel, hosts of the Superman Podcast, discussed their approach to financial planning, client education, and the value of their services in providing financial guidance and easing clients' worries. They also highlighted the challenges and benefits of providing financial advice to clients, particularly those with disabilities, and looking to retire. And the importance of building long-term relationships with clients. Lastly, the boys shared client feedback that highlighted the impact of financial advice.Tune in to learn more about financial advice to see if it would benefit you. Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/ Hosted on Acast. See acast.com/privacy for more information.