How The Howard Financial Group Process Works

Have you ever wondered what happens when you decide to give us a call? In this episode, we're pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

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Have you ever wondered what happens when you decide to give us a call? In this episode, we’re pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

Our philosophy revolves around active listening and effective communication, ensuring we grasp your values, priorities, and concerns above all else. Whether you’re pondering retirement, planning for your grandchildren’s education, or considering starting a business post-retirement, our team at Howard Financial Group is ready to listen.

Here’s some of what we discuss in this episode:

  • What does the discovery phone call process look like?
  • Some of the common concerns and life circumstances we frequently receive calls about
  • Why listening and communication are such vital parts of this process
  • The importance of involving family members in the financial planning journey

Thanks for listening! We’ll be back for another show every other Thursday.

 

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(888)-511-7526

mark@howardfinancialgroup.com