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 


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