Dec 14, 2021
What’s your retirement plan? Have you ever thought about it or taken any action?
Planning your retirement is essential. Without any concrete plans, you might find yourself confused, dased, and lost, especially during the prime days of your life.
In today’s episode, Walter invites Branden Carney to talk about retirement and his experiences helping people prepare for it. Branden shares how he builds trust with his client and aids them in reaching their milestones. He also discusses the biggest step that anyone should make when it comes to planning for your retirement and future with the help of a financial planner or advisor.
Highlights
- Who is Branden Carney and what did they talk about? - 0:13
- How is he dealing with going to the office, even during the pandemic? - 3:07
- Building trust with your clients. - 6:35
- How long does it take for his business to reach Milestones that occur to his clients? - 8:13
- What’s the biggest step? - 9:40
- The full spectrum: With the longer retirement now, people have to change the way they think on how to create the money for their retirement. - 16:42
- The variables that might affect your retirement plans. - 19:17
- People are afraid to talk to a financial planner or advisor. - 25:57
- Which is harder to help see that you can add value? - 27:04
- The financial industry is all about planning. - 36:18
- Branden’s first real sales job. - 37:24
- What he does to build relationships and get the jobs. - 42:56
- When do they stop being babies? - 44:46
- His time for cigars. - 45:21
- His ideal client. - 56:03
- The best way to reach out to Branden. - 56:52
- Best piece of advice. - 58:09
Episode Resources - Connect with Walter Crosby
- https://www.linkedin.com/in/walterlcrosby/
- https://calendly.com/walter-helix/15-minute-virtual-cup-of-coffee
- https://helixsalesdevelopment.com/
- https://helixsalesdevelopment.com/podcast/
- walter@HelixSalesDevelopment.com
- Connect with Branden Carney
- bcarney@melonewealth.com
- https://www.linkedin.com/in/branden-carney-cfp%C2%AE-7257328b