Basic Information
-
Company
Mass Mutual Pacific Coast -
Mobile phone
760 593 7795 -
Email
Chrismorgan@financialguide.com -
What is your "why"? Why do you do what you do?
I want to help people to be able to leave their family something when they retire or pass and help build legacies in the most efficient manner possible -
About me
Originally I'm from Ohio. I served in the military. After getting out I started a career in financial services. During my off time i like to go shoot trap, ride motorcycles, and pratice mixed martial arts. -
Profession
Financial Coach -
Title
Owner -
Hobbies and interest
I like to ride motorcycles, shoot trap, and pratice mixed martial arts
Contact Information
-
City / Town
La Jolla -
State
California -
Zip
92037 -
Country
United States
Education
-
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Whats you main goal when it comes to finances?
Whats the biggest thing thats in your way?
What make you seek help now? -
Describe How You Would Like To Be Introduced Via Email
I would prefer that i get CC'd to introduce to the client. I usually go by first name Chris