Our most important goal as a financial services business is to take care of our customers’ financial needs through amazing customer service. As a key partner to an individual’s financial strategy, you’re engaging in conversations with your clients that may reveal opportunities to help them better invest their money or make decisions that may impact their financial future. Often, client needs can easily be fulfilled through investment products offered through programs we can provide, or they may benefit from a more in-depth financial strategy consultation. They may even have a few simple questions that fall outside of your tax expertise and would like to offer them a trusted resource.
If any of these life events have happened to one of your clients recently, or they anticipate happening, we would be honored to have a conversation and partner with you to come up with the best strategy:
If you’re interested in discussing our services in more detail and building a partnership to better serve our clients, let’s set up some time to meet. It’d be great to work with you more closely.
Hope to talk to you soon!
Let’s Partner: Discovering Opportunities for Financial Services Referrals
June 30, 2023