Brad Cohen - Financial – Investments

Member Profile

    Contact Info
  • Phone: 352-262-6639
  • Team: Brookhaven
  • Introduced by Ben Ragin
  • Joined on 08/18/2015

Recent Comment

What to SAY to GET Referrals: Element: Behavior | Topic: Green = WHO + HOW -Tone of Voice

The tone of my best clients is understanding they need someone to help with their financial matters.

If they reach out by email, it is usually friendly and trying to setup a call or meet in a certain time frame.

In the beginning people are quick, but usually to get all the documents for a financial plan and to meet with couples, takes some time.

Usually the subject line has referral or financial planning.

Once we go over the financial plan, the prospects are happy to go over their financial picture.

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Company Profile

    Company Contact Info
    Merrill Lynch
  • 3455 Peachtree Rd, NE
  • Suite 1000
  • Atlanta, GA
  • 30326
  • Phone: 404-231-6055

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