At Feliciano Financial Group, we strive for great performance and a great experience for our clients.
In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team.
In this episode you will learn:
- What the introductory call process looks like when you’re considering becoming a client
- What the process of financial blueprinting looks like
- The four questions our firm answers in the insurance areas
- Why communication and accountability is key in a client/advisor relationship
- And more!
Tune in as Jose and Jeff Feliciano simplify your decisions and processes for a more accountable client experience!
Resources: Feliciano Financial Group | (903) 533-8585