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Kandungan disediakan oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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What To Expect When Working with RPA Wealth Management (Ep.67)

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Manage episode 329063368 series 2515949
Kandungan disediakan oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.

Matthew, Brent, and Joshua discuss:

  • An overview of services their company has to offer you
  • The importance of laying out your goals before creating a financial plan
  • Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
  • What you need to bring to your first financial planning session
  • And more

Connect With RPA Wealth Management:

  continue reading

112 episod

Artwork
iconKongsi
 
Manage episode 329063368 series 2515949
Kandungan disediakan oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Matthew Theal, Brent Pasqua, Joshua Winterswyk, Matthew Theal, Brent Pasqua, and Joshua Winterswyk atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs.

Matthew, Brent, and Joshua discuss:

  • An overview of services their company has to offer you
  • The importance of laying out your goals before creating a financial plan
  • Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services
  • What you need to bring to your first financial planning session
  • And more

Connect With RPA Wealth Management:

  continue reading

112 episod

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