FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No consultation or meeting fees
- What is your typical process for working with a new customer?
1. Introductory Conversation - we will learn more about each other and what you are looking to accomplish. 2. Next steps - based on the initial conversation we can decide when it would be best for us to get back together after our team runs analytics to give you feedback on how best to get where you need to be. (This can mean many different things to different clients) 3. Follow Up- This is a long-lasting professional relationship and typical meet with our clients on a quarterly or annual basis depending on the needs of the client.
- What education and/or training do you have that relates to your work?
FINRA certified: Securities Industry Essentials (SIE), Series 6, Series 63, 2-15 life, health, and variable annuities.