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The initial meeting at Levine Financial Group is a completely comprehensive look at a prospect’s financial situation, their current plan, and what goals they want to meet.
In this episode of The Utilization of Money, Todd Levine describes the next steps he takes with clients once they’ve agreed to work together, and he uncovers how he uses The Living Balance Sheet to help them reach their financial goals.
In this episode, you will learn:
- About the agenda for the second meeting with a client
- What The Living Balance Sheet is and why it’s critical for creating a financial plan
- Why The Living Balance Sheet is so effective for Levine Financial Group
- What other financial tools are used by the team at Levine Financial Group
- And more!
Tune into this episode to discover what you could learn from The Living Balance Sheet!
Resources: Levine Financial Group
Todd Levine, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.