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Large Financial Institutions vs an RIA

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Large Financial Institutions vs an RIA

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What is different about an experience with a large financial institution compared to an experience with Bennett Financial? Justin shares experiences that his clients had when they were trying to receive attention from these large institutions. Find out what caused these clients to enter into a long term, planning relationship with Bennett Financial after they encountered experiences with other firms. 

Related: Why Are People Less Likely to Act Safely About Their Finances?

This podcast is all about understanding Bennett Financial’s personalized approach to helping clients reach their Optimal Personal Economy. Learn more in this podcast with Justin Bennett.

 

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