Describe How You Would Like To Be Introduced Via Email
Brian works for New York Life and can help you with a holistic plan to protect, manage, and grow your wealth. There is no charge for a consultation, and he would be happy to answer any financial questions you have.
What is your "why"? Why do you do what you do?
I want to bring peace of mind to my clients so that they can live more fulfilling, passionate lives.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Have there been any recent changes in your life, such as changing jobs, preparing for retirement, or the birth of a child?
2. Do you want to learn more about how people become wealthy and create generational wealth?
3. Do you have financial worries that keep you up at night?
Unique Selling Proposition
At New York Life we start by protecting the assets of our clients and then strategize ways to increase those assets. We want to bring peace of mind to our clients, so we take a holistic approach and look at each client's personal tolerance for risk and their timeline to create a plan that is tailor-made to their needs.
About me
I grew up in Woodland Park, Colorado, and I have lived in New York and California. I love to golf and hike, and I used to be an opera singer.