Podcast #3 Financial Planning Process

February 7th, 2020
February 7, 2020
Joseph Vecchio CPA, CFP, MBA

Joseph Vecchio CPA, CFP, MBA a self-described ‘Hard-Core Fiduciary Advisor’ gives a behind the scenes look into the financial planning process with potential new clients.

Learn the 3 BIG QUESTIONS that he uses during a discovery meeting to discover potential client’s motivating factors in life.