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Taking Care of Business Podcast
Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financial landscape including investment, retirement, the stock market, and current event politics that relates to the financial world.
Taking Care of Business Podcast
TCB- Our Worst Client (Case Study)
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The Journeys Group
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Season 3
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Episode 2
Join us in today's episode to hear Tommy and George talk about the worst client they have had in their experience. Now, I know this may seem bad but we are talking about the client situation, not the client himself. We have permission from said client and his case is a great case study because his situations will probably pertain or relate to a lot of people. So, tune in now to learn more, you won't want to miss it!
