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!