Master Your Money and Mindset: Understanding Client Concerns in Financial Applications

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client concerns

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.

The process of applying for life insurance or opening an investment account can be overwhelming. We’re going to break down the most common concerns we hear from clients 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.

Guest: Amelia Nathanson | VP, Operations | Barnum Financial Group

Theme: Understanding Client Concerns in Financial Applications

Follow us on our Instagram: @barnumfinancialgroup

You can find the podcast here:

Spotify | Apple Podcasts | Tune-In | Audacy

Make sure to subscribe wherever you listen to your podcasts.

To learn more, contact your Barnum representative today. Don’t have one? Click to get a complimentary financial assessment.
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