Basic Information
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Company
Weaver Capital Advisors -
Phone
832-320-4673 -
Mobile phone
832-515-2429 -
Email
patrick.norfleet@weavercapitaladvisors.com -
Describe How You Would Like To Be Introduced Via Email
Passionate, trusted partner. I don't expect anyone to sell for me just the fact that you thought of me and connected us is the most important step. By you trusting and to make the connection means more than words can express to a referral. Reiterating what the clients concern, or issue is key. It shows you were listening to their number one concern. Then when I connect, I can start there and dig in. -
What is your "why"? Why do you do what you do?
Family: to be able to support my family and to what would like and give the way we have dreamed. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What are you doing for retirement? How do you know you are doing the correct thing? Who helps you answer those tough financial questions? -
Unique Selling Proposition
The questions about cost and fees become a concern when there is a lack of value. -
About me
I am a through and through Texans born and raised. Love spending time with my family and my friends; laughing and having fun. When at work I am dedicated to helping my dear clients achieve their financial goals. The main reason I became a financial advisor was to help others be successful. Seeing some retire early or how they want or build that lake house is very exciting. -
Profession
Wealth Management -
Title
Portfolio Manager -
Hobbies and interest
Bowling, poker, swim official -
Website
www.weavercapitaladvisors.com
Contact Information
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City / Town
Houston -
State
Texas -
Zip
77027 -
Country
United States -
Special offers to the group
Complimentary risk and strategy review -
Google Business Review URL
N/A -
Facebook Business Page URL
N/A -
LinkedIn Profile
www.linkedin.com/in/patrick-norfleet
Education
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College / University
Sam Houston State University -
Graduation Year
2005