November | 2019 | The Liberated Investor Advantage

After outlining his discovery process and The Total Client Profile Guide in episode 3, Doug Alden is back with a closer, in-depth view of all that this guide covers.

Exploring everything from goals to hobbies, Doug outlines each area of clients’ lives that he learns about through the process and explains why such in-depth learning is a critical part of the planning process.

In this episode, you’ll learn:

How Doug helps clients set and accomplish goals
How your relationships and hobbies impact your finances
How the PSG model can maximize your wealth potential
The benefits of coordinating and integrating your financial decision-making
And more!

Tune in now to learn more about Doug’s in-depth discovery process and how it can help you on your journey to build, protect, and enjoy your wealth!

Resources: The Liberated Investor Advantage: (828)-668-0665 | doug@theliberatedinvestor.com | Episode 3

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As his clients know, Doug Alden has an extensive discovery process, which includes The Total Client Profile Guide. This guide helps Doug establish relationships with potential clients while also getting a big-picture view of their situation, goals, and more.

Today, Doug shines a light on what his discovery process looks like by breaking down The Total Client Profile Guide, what it is, and how it helps him and clients alike during the planning process.

In this episode, you’ll learn: