A New Customer Experience Model in Financial Services

By the ceo forum group logo
February 1, 2019
Share on:

Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.

Click here to listen.

You may also like:

By Trilogy Financial
January 15, 2018

Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…

Click here to read the full story.

...
By Trilogy Financial
June 22, 2018

As a parent, it’s natural to want to help your children succeed. In fact, in our recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures:

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today