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 the knot
February 1, 2019

If you’re planning a wedding, this conversation is a must.

Having debt is nothing to be ashamed of. In fact, according to CNBC, 70 percent of college students graduate with student loan debt (the most common type of debt faced by newlyweds).

But if you do have debt (or your partner does), the one thing you need to do—no matter how uncomfortable or awkward it feels—is discuss it with each other.

“It’s important you’re transparent, for better or worse,” says Jeff Motske, president and CEO of Trilogy Financial and author of The Couple’s Guide to Financial Compatibility. “Get it out on the table now, because there’s nothing worse than statements showing up in the mail or online and all of a sudden, you realize you’re both liable for paying off the debt.”

Click here to read the full story.

...

Get Started on Your Financial Life Plan Today