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It’s a Match – Finding Your Dream Financial Team
Leisa Peterson
A presentation to help employees learn how to make better decisions when it comes to finding financial professionals to help them in planning for their future.
takeaways
- How to stop fear from controlling your decisions
- How to listen to your head, heart and gut when it comes to making financial decisions
- 5 steps to follow when interviewing financial professionals
Every Program Purchase Includes
- Gear Checks and Final Systems Check: Your Geniecast Experience Specialist will test the audio, video, and internet connection for your primary location as well as the Genie (Presenter).
- Expert Feature Management: Customized features are available to Cast participants per Client specification.
- Live Technical Support: We’re with you every step of the way to ensure a smooth end-to-end Cast experience.