FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
3 different relationship types, ask me how and I can assist!
- What is your typical process for working with a new customer?
3 meetings, first 2 meetings are no cost to the client.
- What education and/or training do you have that relates to your work?
I have a MBA and bachelor's. I also have my series 7, 66, and life, health and accident certification. I am a fiduciary.