From First Conversation To Being A Client- Here’s How We Work

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Jude walks through what it actually feels like to work with a firm like Centrus Financial- from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We'd rather show you. If anything we talked about today sounds like the kind of relationship you've been looking for, let’s have a conversation. Here’s some of what we discuss in this episode: 🧭 GPS Process: The five pillars of planning 📋 Planning First: Why investments come second 🎯 Client Discovery: Building a plan around your why 🚦 Ongoing Guidance: Communication beyond onboarding 👨‍👩‍👧 Life Changes: Adapting through every stage 🧠 Behavior Coaching: More than investment advice CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/   CONTACT ☎ Centrus Website: https://centrusfs.com/podcast/ The Tax Bomb Website: https://thetaxbomb.com/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/ Centrus GPS 5 Pillars Document 5 Worlds of Holistic Financial Planning Document Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/edit?usp=sharing&ouid=118442068585128500668&rtpof=true&sd=true