FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The price will almost always be undervalued. What’s the value on increasing your wealth and net worth?
- What is your typical process for working with a new customer?
I like you have a introductory meeting describing my process, fee structure, & expectations. Once understood and agreed upon e we will immediately start the process of ensuring you do not fail financially.
- What education and/or training do you have that relates to your work?
I have a bachelors degree As well as Multiple licenses by FINRA