TCJ Episode 27: Timing is Everything

In this week’s episode of The Customer Journey, Mike and Greg will talk about the importance timing has when it comes to turning a prospect into a client. The biggest decision a pre-retiree can make is what financial advisor they’re going to trust with the nest-egg that they’ve worked so hard to save. Which is why it’s so important for advisors to understand that timing is everything. Check out this week’s episode to learn more! And don’t forget to subscribe so you’re always notified of new episodes and content from us!