Monthly Archives: November 2019

Episode 4 — The Total Client Profile Guide: A Deeper Look

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 |  | Episode 3

Episode 3 — Inside the Total Client Profile Guide

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:

  • Some categories and sample questions featured in the guide
  • Why Doug wants to know about the other professionals on a client’s team
  • The importance of defining your goals or vision of success
  • How the news media impacts your finances
  • And more!

Listen now to learn how Doug’s discovery process can benefit you!

Resources: The Liberated Investor Advantage: (828)-668-0665 |