As an Opus Private Client planner and partner, Lou Mohn provides clients with personalized comprehensive financial planning by drawing not only on his knowledge and expertise, but also on his first-hand experience in working with Opus PC as a client himself.
Today, Lou joins Iván Watanabe to share his experience of working with Opus PC as a client, and why it inspired him to pursue a career as an advisor so he, too, could provide clients with the wealth, lifestyle, and purpose they seek.
In this episode, you will learn:
- How working with Opus PC changed Lou’s life
- What the Opus PC planning process looks like
- Why time spent planning up front will provide you value later on
- How Opus’ planning can help you get through hard times
- And more!
Tune in now to learn about Lou’s journey with Opus PC — and what their planning process could bring you, too, as an Opus PC client!
Resources: Opus Private Client, LLC
2020-104650 Exp 06/22