Our Onboarding Process at RPA Wealth Management (Ep.68) -...

What this episode covers

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team. Matthew, Brent, and Joshua, discuss: How they apply a seven step financial planning process The structure of each meeting with you The first questions they will ask you and how your responses determine a financial plan How they communicate with you And more Resources: Retirement Plan Playbook: What To Expect When Working with RPA Wealth Management (Ep.67) 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 27 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on June 2, 2022.

What is this episode about?

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the...

Can I download this Retirement Plan Playbook episode?

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