23 Jun 2025 10:00
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact
What does it really look like to work with a financial planning team that knows your federal benefits inside and out—and shows up for you year after year? In this episode, John and Tommy take you behind the scenes of Mason & Associates’ Strategic Planning Meeting Season (SPM), where they conduct over 400 client meetings in just six weeks. They share real conversations, real actions, and the process that makes it all work.
Access the full show notes at Mason & Associates, LLC
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