The retirement planning process can bring up an array of emotions and behaviors when discussing sensitive subjects.
In this episode, Jim Donewald sits down with guest Jeremy Houser, a consultant at InsurMark, to discuss how their relationship has established a streamlined process for onboarding clients to accomplish straightforward results.
In this episode, you will learn:
- The starting point to determine if your business and ideal consumer are fit for each other
- The technology software program that CRIS Financial offers
- As advisors how we keep it simple and use analytics to analyze a plan
- How we make clients feel stable and confident in their decisions to solve problems
- How working with a trusted advisor makes retirement planning easier
Start feeling more emotionally prepared for your retirement plan with Jim Donewald and InsurMark’s Jeremy Houser!