Summary:

Choosing your financial advisor can be difficult with only an initial fifteen-minute meeting.

And that’s because learning what your plan could be before paying can ensure you have a better understanding of your financial advisor and your financial future.

In this episode, Tom Fleishel shares the process for a new client looking to work alongside an in-house and external financial team. Tom explains what happens from the moment they make the call, revealing the two free sessions the team starts with to ensure both parties are happy before establishing an advisor-client relationship.

Tom discusses:

• The first point of contact when a potential client calls or emails the office
• What happens during the first two initial meetings
• Why he includes a complementary second meeting
• The next step after establishing the advisor-client relationship
• And more!

Resources:

• Meet the team at Fleishel Financial
• Schedule a call with the team

Connect with Tom Fleishel:

• LinkedIn: Thomas Fleishel
• Fleishel Financial Associates

The post Ep. 2 – Fleishel Financial’s Approach To Financial Clarity first appeared on Fleishel Financial.

The post Ep. 2 – Fleishel Financial’s Approach To Financial Clarity appeared first on Fleishel Financial.

Summary:

After growing up in a low-income household and joining the army, Tom Fleishel discovered ways he can grant his family clarity and confidence with their finances.

And now he is helping clients gain that same clarity and confidence to live their life by design.

Welcome to the inaugural episode of Clarity and Confidence for Life® with Fleishel Financial Associates’ Tom Fleishel, MBA, CFP®!

From joining the army to eventually starting his own practice as a financial advisor, this week, Tom reveals his pursuit of clarity and confidence and how he works to achieve this goal for his clients

Tom discusses:

• How his life as a child lead him to become a financial advisor
• His philosophy in work and life
• What his life outside of business looks like
• And more!

Resources:

• Schedule A Call with the Fleishel Financial Team
• Meet the Team at Fleishel Financial

Connect with Tom Fleishel:

• LinkedIn: Thomas Fleishel
• Fleishel Financial Associates

About Your Host:

For over 30 years, Tom Fleishel, MBA, CFP®, has worked with successful business owners, medical professionals, and families and discovered that they often worry about not being as intentional with their finances as they should be. There’s a feeling of complexity from not knowing how all the moving parts of their financial picture can come together.

And here’s what Tom’s team at Fleishel Financial can do for you. They can help eliminate your complexity through their trademarked method called Clarity and Confidence For Life®.

The post Ep. 1 – Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence first appeared on Fleishel Financial.

The post Ep. 1 – Meet Tom Fleishel, MBA, CFP® – A Financial Advisor Full of Clarity And Confidence appeared first on Fleishel Financial.