At Financial Concepts, it’s not just a one man rodeo. They use a team approach, to give you the best possible service, and put together some of the best financial plans.

In this episode, Scott Ferguson walks you through the process you would go through if you were a client. He discusses the importance of constantly checking in with clients, and how he has gotten his clients out of sticky situations with the help of his team. 

Scott discusses:

• How his caring team works together to help clients
  
• How often he has client interactions once you’ve got a plan in place
  
• Why you should be constantly talking to your financial advisor
  
• The fun events their team hosts for clients
  
• And more
  

Resources:

• The Financial Concepts Podcast: A Look Into The Financial Concepts Planning Process With Scott Ferguson (Ep.2)
  

Connect With Financial Concepts:

• info@fincon.net
  
• scott@fincon.net
  
• (662) 327-1480
  
• Financial Concepts
  
• LinkedIn: Scott Ferguson
  
• LinkedIn: Rhonda Ferguson
  
• Facebook: Financial Concepts