Latest / Mic Hamptons Podcast: Hamptons Real Estate & the People Behind It
Build Wealth With A Better Plan with Chris Beninati
In Episode 5, Chris Beninati of Heritage Financial joins Mic Hamptons to talk about financial planning, client relationships, and how people can make more informed decisions about their money. As Chief Relationship Manager at Heritage Financial Advisory, Chris helps guide clients through the discovery process so their goals, concerns, and long-term plans are clearly understood.
Key takeaway #1: Why financial planning starts with understanding the person, not just the numbers.
Key takeaway #2: How better communication helps clients feel more confident about their financial future.
Key takeaway…
The skinny
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