Monthly Archives: January 2021

Episode 2 – The 5 Steps to Working With Curry Financial Group

Ensuring that every client finds a benefit plan that suits their needs and is always working in their favour is at the top of priority for Curry Financial Group.

In this episode, Lorne Curry discusses the 5 step process that he goes through with clients to ensure that they are getting the right benefit plan that works for their company. Lorne also explains how the process does not end when a plan is chosen, rather, he sticks it out with every client to be sure their current plan is always the best on the market! 

In this episode we discuss:

  • What the initial discovery meeting looks like with new clients  
  • How Lorne analyzes client’s current plans to compare them to the market  
  • Why we go to the market to find the best plan  
  • Staying engaged with clients throughout the year about their plans  
  • How Curry Financial Group supports its clients throughout the process  
  • And more!

Tune in now to follow along the process of onboarding new clients at Curry Financial Group to ensure that every client gets exactly what they need! 

Resources: Lorne Curry | Curry Financial Group 

Episode 1 – Welcome to The Benefits of Knowledge with your host Lorne Curry

Welcome to The Benefits of Knowledge! A podcast aimed at helping educate business owners and companies on group benefits! 

In this debut episode, Lorne Curry of Curry Financial group! Kicks off his podcast by sharing how he got into financial services and who he works with. Lorne allows you to get to know him, what he does and what you can expect from this show! 

In this episode we discuss:

  • How Lorne got started in the financial industry 
  • What Lorne specializes in and who he works with 
  • Why Lorne feels having a balance between life and work is so important
  • What you can expect from future episodes and who should be listening   
  • And more!

Tune in now to meet your host Lorne Curry! 

Resources: Lorne Curry | Curry Financial Group