Category: Finance

FEATURE
What It Looks Like to Help Attorneys to Achieve Financial Independence (Ep.2)

What It Looks Like to Help Attorneys to Achieve Financial Independence (Ep.2)

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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:

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FEATURE
Meet Your Host, Darren Wurz, MSFP, CFP® (Ep.1)

Meet Your Host, Darren Wurz, MSFP, CFP® (Ep.1)

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The highly anticipated podcast, named after the book “The Lawyer Millionaire”, has officially launched! 

In this inaugural episode, get to know your host, Darren Wurz, MSFP, CFP®. He highlights what led to the start of his business and what made him so passionate about creating successful financial plans for professionals working in law firms. Along with some insight into what’s to come on his show.

 Darren discusses:

  • How Wurz Financial Services was created – this includes following in his dad’s footsteps of being a financial advisor in the family business
  • How the majority of his clients turned out to be attorneys and how that reshaped his business entirely
  • The importance of investing time into understanding your clients’ needs and not treating every client with the same advice
  • How “The Lawyer Millionaire” is an extension of his business
  • And more

Resources:

Connect with Darren Wurz and Wurz Financial Services:

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