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15 Minute Intro Call - All New Clients
This is the first step in the Core Four R.E.P.O.R.T. process, formerly known as the MAG REPORT. These calls may have come from one of shows (Eye On Retirement/Retire Hour/Etc)
This step will be done over the phone – the booking options of Wichita, Kansas City, and Other/Virtual is to help assign an advisor closest to them.
15 Minute Intro Call - All New Clients
These calls may have come from one of shows (Eye On Retirement/Retire Hour/Etc.)