Initial Consultation
Whenever scheduling an initial consultation, we differ in a couple of ways in comparison to other investment firms. First, your initial consultation is 100% free! Typical investment firms charge hundreds of dollars for the first meeting, so before you even walk in the door, they’re basically stealing your money. Our free consultation is not only to give you free information about investing, but we also wish to build a trusting relationship. We’re here for you, not to make you pay for a relationship.
Secondly, before you even walk into our doors, we will send a free Investor Awareness Guide. The Investor Awareness Guide is meant to give you some background information and help educate you before the consultation. Some investors who have received the guide tell us that they, “wished they would have had this information a long time ago.”
During the free consultation, we will review your past investment history to determine problematic areas and help you work with these areas to get back on track. Don’t have an investment history? Not a problem, our coaches will give you insight to your possible investment options. We want to ensure whether you are new to the investment world, or an experienced broker, that you leave our office educated and ready to become a savvy investor.
At this point we would like you to take the time to answer the following ten questions. The questions are all “yes” and “no” so it shouldn’t take you long. If you can’t answer “yes” to all ten questions, you may be missing out on the feeling of investor confidence.
