SMART MONEY. SIMPLIFIED.
Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)
You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client? In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your …