What It Looks Like to Help Attorneys to Achieve Financial Independence (Ep.2)
When you hear the words client experience, what do you think of?
In this episode, we spend more time getting to know the host, Darren Wurz, MSFP, CFP®. He discusses what client experience means to him and his team at Wurz Financial Services, and shares the process he uses to help his clients plan for retirement.
Darren discusses:
- What it is like to be a client at Wurz Financial Services
- Common questions clients have when it comes to retirement planning
- The three step process to creating a financial plan
- The importance of investing in powerful software for financial planning
- How a client’s account is managed in his office
- And more
Resources:
Connect with Wurz Financial Services:
- dpw@wurzfinancialservices.com
- 30 Minute Chat With Darren
- Wurz Financial Services
- LinkedIn: Darren P. Wurz
- LinkedIn: The Lawyer Millionaire
- Twitter: Wurz Financial Services
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