Episode 3 – The Client Experience at Feliciano Financial Group



At Feliciano Financial Group, we strive for great performance and a great experience for our clients.

In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team.

In this episode you will learn:

  • What the introductory call process looks like when you’re considering becoming a client
  • What the process of financial blueprinting looks like
  • The four questions our firm answers in the insurance areas
  • Why communication and accountability is key in a client/advisor relationship
  • And more!

Tune in as Jose and Jeff Feliciano simplify your decisions and processes for a more accountable client experience!

Resources: Feliciano Financial Group | (903) 533-8585


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