Navigated to EP 64 - Our New Client First Year

EP 64 - Our New Client First Year

Oct 14, 2025
11 mins

Episode Description

From that first coffee and handshake to personalized follow-ups and ongoing strategy, here’s what your first year as a client really looks like.

Specifically, we are going to discuss:

-       How a team approach leads to a more robust relationship

-       The importance of a coffee and handshake

-       Your tailor first year experience – in writing

-       How often we will meet, whether by phone, virtually or in person

-       Our specialization and commitment to you

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

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 ***

EPISODE RESOURCES:

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🌐 www.RetiringCanada.ca

 

Sample of Client’s First Year


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