The process of applying for life insurance or opening an investment account can be overwhelming. We’re going to break down the most common client concerns we hear on a daily basis and provide tips to help you navigate the process smoothly. There is no concern on this episode that we talk about today that cannot be overcome.
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.
Guest: Amelia Nathanson | VP, Operations | Barnum Financial Group
Theme: Understanding Client Concerns in Financial Applications
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