Paula MacMillan - Transcription
This business that we are in, is incredibly personal. We’re talking to people about their future financial plans in terms of their insurance, their retirement, their children’s education and anything in between.
Paula MacMillan - Sun Life Financial advisor
When I sit down with a client, whether it’s the first time or the twelfth time that I’ve met with them, it’s very important for them to know that the time they’re spending with me is all about them. They want to understand more than ever their retirement plans, their pension plan at work. They want to understand if they have enough insurance.
Because our clients are so diverse and their needs are so different, taking people through a complete financial analysis is very useful. It helps them to see the areas they need to work on very, very clearly. So that moving forward they’re in the best shape they can be.