One advantage of having multiple financial planners under one roof is that they’re able to bounce ideas off one another to make the client experience the best it can be. Today’s episode features two of The Retirement Solution’s planners, Tyler Lively and Ryan Litchfield, for a lively conversation — planner to planner. Tyler and Ryan discuss the planning process and what it’s like from a planner’s point of view, how they’re working to improve their services, and more.
In this episode, you’ll learn:
- What Tyler and Ryan enjoy most about the planning process
- Why Tyler uses storytelling to enhance the client experience
- The most valuable thing Tyler and Ryan have learned on the job this year
- Why clients are worried about market volatility in the next year and how The Retirement Solution addresses this
- And more!