Stephen Stricklin, President and Founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course.
In this episode, Brian and Stephen discuss:
- Balancing Investment and Insurance Strategies
- The Impact of Education in Client Relationships
- Educate Not Just Prospects, But Existing Clients Too
- Why Financial Education Matters
Course Website: https://simplifyyourretirement.com/
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