VIDEO MassMutual First Meeting Game Plan with a Financial Professional TV commercial 2024 • First Meeting Game Plan with a Financial Professional | MassMutual Do you have a financial game plan? Here are 4 essential steps for a successful first meeting with your financial professional. 0:00 Introdution 0:23 The Benefit of Outlining Financial Goals 0:32 How to Select the Right Financial Professional For You 0:40 Preliminary Conversation with a Financial Professional 0:50 Preparing Records and Information for Financial Professional Services And that's the perfect game plan to set you up for success for your first meeting with a MassMutual Financial Professional. Introdution 0:00 I'm Coach Jo and this is my brother. 0:04 Attention, all financial rookies. 0:06 Are you thinking about drafting a 0:07 financial professional onto your 0:09 team? I'm Coach Joe, and this is 0:10 actually my brother, Coach Chris. 0:11 And we're both financial 0:13 professionals with MassMutual. 0:15 And I'm Olivia. I'm most definitely 0:16 not a financial professional. 0:18 That's why we're here. 0:19 We're going to walk you through the 0:20 ultimate first meeting game plan. 0:22 Step one outline your goals. The Benefit of Outlining Financial Goals 0:24 Whether it's paying off debt, buying 0:26 a house, or planning for retirement, 0:27 you'll need to know your specific 0:29 goals in order to get the most out 0:30 of your first meeting. 0:31 Next, select a professional. How to Select the Right Financial Professional For You 0:33 This is like selecting your own 0:34 dream team. 0:35 Consider things like location, 0:37 business hours, and overall 0:38 financial philosophy. 0:39 Third preliminaries and approaches. Preliminary Conversation with a Financial Professional 0:42 Most financial professionals start 0:43 with a casual preliminary 0:45 conversation before hitting the 0:46 ground running with a full meeting. 0:48 This is your warmup before the big 0:49 game. Last records and information Preparing Records and Information for Financial Professional Services 0:51 come prepared with records such as 0:53 your assets, liabilities, bank 0:54 statements and retirement accounts. 0:56 There you have it, rookies. 0:57 The perfect game plan to set you up 0:59 for success in your first meeting 1:01 with a financial pro. - advertisement spot 2024
Notes for 1621 First Meeting Game Plan with a Financial Professional
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