How The Howard Financial Group Process Works

The Retirement Huddle

Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

8M ago 10:33

MP3•Episode home

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.

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

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

107 episodes

#Trading #Careers #Business #Walter Storholt #Mark Howard #Financial #Markhoward #Money #Savannah #Southcarolina #Retirement #Advisors #Financialplanning