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Top 10 Questions Prospective Clients Ask Us

Retirement Straight Talk With Paul & William

24-10-2023 • 25 minutos

This week, Paul & William discuss the top 10 questions they get asked by people who are interested in working with them.


Topics covered include:


  1. How much do you cost?
  2. What services do you provide?
  3. Are you a fiduciary?
  4. What will our relationship look like?
  5. What is your investment philosophy?


Connect With Paul & William:


Click here to book a call with Paul

Click here to book a call with William

Connect with Paul on Linkedin

Connect with William on Linkedin

Follow William on Twitter

Read Paul's blog

Read William's blog


The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.


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