Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)
You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client?
In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your financial plan and why consistent meetings are important for your financial future and success.
Brent discusses:
- The role paperwork plays in your financial planning
- Why he checks in with clients beyond their financial plans
- How consistent meetings benefit your financial plan
- The importance of goals within your financial plan
- And more!
Resources:
- Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA®
- Everybody Needs Somebody In Financial Planning
Connect with Brent Mekosh:
- About Brent
- 602-255-0555
- LinkedIn:Brent Mekosh
- MP Advisors, LLC
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