Essentials
The essentials I focus on for success in my business are preparation and education. I need to prepare for each client meeting differently because no two clients will have the same financial requirements. I then need to educate them on their options so that collectively we can make the right decisions for them going forward.
My office’s responsibilities are to inform clients about changes in the market. We do this by regularly sending out articles about the market and investments from respected sources. I also host seminar luncheons three times a year where I invite a guest speaker from the industry to talk and give their perspective on market conditions, to which all my clients are invited.
