Assisting individuals, families and business owners learn "how money works" is the core value of our agency. Our "why" is to teach people how to make more money, save more money, grow their money and keep it all safe.
Proven professional sales, marketing, leadership, training and facilitation experience in both the public and private sectors focused on motivating individuals at all levels to achieve their greatest potential by building strategic partnerships with customer/client groups while enhancing the corporate image, optimizing product exposure, and increasing revenue. Areas of expertise: Training and Facilitation, Leadership and Motivation, Presentations and Public Speaking, Organizational Leadership, Process Improvement, Program Design and Development
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Are you or have you suffered financial lose or hardship as a result of the recent economic downturn?
2. Are you concerned about your ability to manage and/or eliminate debt?
3. Are you concerned that you may not have sufficient savings or investments to reach your long term goals?
4. Are you concerned that you may not or have not provided sufficient protection for your family or business should you become disabled, suffer a long term illness or even death?
Describe How You Would Like To Be Introduced Via Email
A 25+ year financial professional dedicated to helping clients learn "how money works" by focusing of four basic concepts;
--How to make more Money
--How to Save more Money
--How to grow your Money
--How to keep it all safe