SPECIAL EPISODE: New Client Process & Client Experience
Federal Employee Financial Planning Podcast · Mason & Associates
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Show Notes
Throughout the past few years, the world has undergone a lot of changes. Many people have had to shift their business to be completely virtual in order to accommodate this new way of living, and Mason & Associates, LLC was no different. So, what has changed in their practice and how has this shift impacted their clients? In this episode, Tommy and John will be discussing their new client process, what the client experience is like and why this update is important.
Access the full show notes at Mason & Associates, LLC