Danny Nungesser - Financial – Investments

Recent Comment

New clients want to know my level of professionalism and knowledge. They are also looking to see if I can improve their situation by way of communication, guidance or tax implications. (not just their rate of return)
Usually prospects become clients on the second visit. The first visit is fact finding to make sure I can help them and they are using that first meeting to see if I know what I’m talking about and can be trusted..
I’ve had referrals that take longer than a year to become clients and the delay is usually because they haven’t retired yet. As a Retirement Income Certified Professional through the American College, there’s some prep work with assets that may take years to implement when you are thinking about the optimal retirement strategy.