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 | doug@theliberatedinvestor.com  

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Now that The Liberated Investor Advantage™ Podcast has officially kicked off, you may be wondering what host Doug Alden has in store for you as a listener.

Today, Doug outlines what he plans to accomplish with The Liberated Investor Advantage™ series. In addition, Doug reveals the eye-opening message he is most eager to share with you.

In this episode, you’ll learn:

• Why it’s important to understand how money works
• What hidden expenses can come with your 401(k)
• Why Doug says he doesn’t manage money, he manages people
• About Doug’s motivation to teach you about the rules of the game when it comes to money
• And more!

Join Doug now to find out what he has in store with The Liberated Investor Advantage™ Podcast!

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

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | TuneIn | RSS | More