Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have you worked with a Financial Adviser before?
Would you like to come up with a game plan for your future goals and how to get there.?
Who are the most important people in your life and do you want them taken care of?
Describe How You Would Like To Be Introduced Via Email
A holistic Financial Adviser that wants to help with every aspect of finance needs for my clients. It costs nothing but your time to see what is going on in your world and seeing how I might be able to improve your situation.