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

Share This Article

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.

Planning your financial future doesn’t have to be overwhelming. Whether you’re reviewing your current goals or just getting started, the right guidance can make all the difference.

To learn more, contact your Barnum representative today. Don’t have one?

CRN202803-8368979

You might also like...

Save Money on Autumn Bills

10 Ways to Save Money on Autumn Bills

While you dream about pumpkin spice lattes, here is a guide to 10 ways to save money on autumn bills while maintaining comfort and convenience

Life Insurance in 15 Minutes

Life Insurance in 15 Minutes!

Elizabeth Hiza will be asking Brian Parmalee, VP Risk Management with Barnum, everything she can about life insurance in 15 minutes!

Having a service level mindset.

Having a Service Level Mindset

Elizabeth Hiza explores a topic that sits at the heart of both powerful relationships and lasting impacts. Having a service level mindset.

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!