Retirement Plan Playbook

Creating Client Confidence and Connection (Ep.66)

May 12, 2022

No one person is the same, so therefore each portfolio and client should be treated differently based on their personal goals for retirement.

In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk, sit down to discuss the next steps for the Retirement Plan Playbook and their focus on helping those that are ready to retire. Together they highlight how their team works to connect with their clients and achieve their goals.

Matthew, Brent, and Joshua discuss: 

  • How they got started in financial planning and what brought them together
  • What separates their practice from other financial firms
  • How they spend their time with friends and family outside of work
  • And more

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