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Episode 2 – Discover the Process for Our Clients



Do you want a structured plan where you know what to do every month, you know what debt to pay first and what places to put your cash so that you are getting a tailwind that causes you to soar and not a headwind dragging you down?  

In this episode, Vance Lowe and Seth Hicks of Private Banking Strategies walk listeners through the process of what it looks like to engage with them and their team from the very beginning all the way to financial freedom.

In this episode you will learn:

  • What you can expect from your first contact
  • How their intake process works and how it is used
  • The team that is behind Vance and Seth and how they help at every stage of the process
  • The contracts they structure to create your “vault” of protection
  • And more!

Tune in to learn more about what to expect on your journey through Private Banking Strategies!

Resources: | Private Banking Strategies | (817) 200-4777 | Podcast Email | Vance Lowe | Seth Hicks | How to Grow Rich


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