What it’s Like Working With Opus Private Client



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