The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)
Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life.
The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and open communication to provide clients with the best financial counsel.
Jason discusses:
- How to find a balance between saving for the future and enjoying life now
- Why Cook Wealth uses data-informed decision-making and long-term views when creating sustainable financial plans for their clients
- The collaboration and open communication process at Cook Wealth
- And more
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