Introducing Our Daily Briefings: A Portal for Military Retirees
Scott introduces their new portal for military retirees and high-income individuals seeking financial guidance. In this episode, we discuss how this portal will serve as a front office, providing daily availability for questions and guidance. We also detail the onboarding process, the nature of calls, and how we aim to deliver custom financial solutions. Additionally, we touch on the importance of this platform for networking, transparency, and personalized services. Join us to explore how we can assist in your financial journey and offer tailored support.
00:00 Introduction to the Daily Briefing
00:05 Purpose and Benefits of the Portal
01:24 Weekly Onboarding and Community Growth
03:06 Navigating the Financial Industry
04:40 Engaging with the Community
11:09 Military Spouse Resources
12:26 Technical Difficulties and Announcements
12:53 Conclusion and Next Steps
