Financial Advising is a wonderful career choice. You come to know more about another person than almost anyone in a client’s life. But caring is not enough. If you have been in the business for 6 months or 40 years and would like to take it to the next level we can help you.
New Advisors- You have a message you want to deliver. We’ll help you hone it. We’ll help you discover your “voice.” For a flat consultation fee we’ll give an evaluation of your initial presentation, or review presentation. We can also give you some perspective on how you office runs. We take discretion and privacy serious. We expect the advisor know the basics of how an IRA works, etc.
For the Seasoned Advisor- We can perform the above services as well as freshening what got you to your level of success. At this level, we spend more time listening to you than talking. You’ll walk us through your process then we’ll deconstruct it. This dialogue may take several sessions. At this level, you’ll need to have a life insurance license, series 6 or 7, and possibly a 66 or 65&63. If you do not know what these are see NEW ADVISOR services.
“You need to know why you have been chosen to this calling, and then work on how to do it.” – John Clark, CFP®