Curious about what a typical meeting looks like for clients at Green Bee? Today we’ll walk you through what that looks like depending on the type of person we’re working with.
Financial planning looks different for everyone as does our communication and interactions with people.
Our meetings are designed to fit each client’s needs and personality style, and while that’s not too different from person to person, there are a few distinct approaches.
In this episode, we’ll take you inside the office, walk you through a typical periodic review and use examples for different types of people we work with.
Check out what you’ll learn on this episode:
- What we discuss when a client is really into the data and numbers. (2:33)
- Where we focus when someone is family-focused and wants to leave a legacy. (3:08)
- How we guide someone that takes a hands-off approach with their money. (5:37)
- Working with people that have anxiety about money. (9:38)
