New Client

The process of selecting someone to rely on for good advice can take some time.  Developing trust in the relationship often requires many interactions, reflection on the advice given and observations on how well the professional executes on the deliverables.

At the start, we like to hold an initial meeting where the agenda is simply getting to know one another.  The idea is to see if there is a fit between what the client is looking to achieve and what we can deliver.  We are also very interested in determining whether someone will permit us to help them.  In essence, are they comfortable with receiving coaching from us in certain areas?

We take care in describing the services we would offer to meet the needs presented by the potential new client.  We also wish for someone to understand any and all costs associated with the service or services that might be needed.

At the end of the meeting we encourage people to take some time to consider what they have heard.  We also indicate whether we feel there is a good fit, or suggest other sources which may be better suited to their needs.  We also discuss any next steps, should they decide they would like to become clients.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is not affiliated with any other named entity.

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