What It Looks Like to Help Attorneys to Achieve Financial Independence

When you hear the words client experience, what do you think of? 

In this episode, we spend more time getting to know the host, Darren Wurz, MSFP, CFP®. He discusses what client experience means to him and his team at Wurz Financial Services, and shares the process he uses to help his clients plan for retirement. 

Darren discusses:

  • What it is like to be a client at Wurz Financial Services
  • Common questions clients have when it comes to retirement planning
  • The three step process to creating a financial plan
  • The importance of investing in powerful software for financial planning
  • How a client’s account is managed in his office
  • And more

Related: Learn How to Avoid These Critical Financial Bad Habits