Erik Thompson

Erik Thompson

Financial Investments

Member

It's very important that new clients and I mesh, and we attempt to determine that in the first meeting. I don't necessarily offer a trial but clients are not locked to us and can transfer at any time. So I always make first meetings free and try to anticipate common questions and concerns so it's a long term positive experience for all of us.

Referral Trigger Response

Cornerstone Wealth Management

Cornerstone Wealth Management

678-401-5023

3115 Roswell Road
Suite 102
Marietta, GA 30062

Website

Company

Orientation Essentials 03/11/2019
InfoMinute Seminar 06/18/2018

Development

Endorsement Letters I've Given

Marietta Square Team

Introduced by:

Ben Clark

Ben Clark

Joined on 01/09/2020

Leadership

TeamCoOrdinator 12/07/2020

Team

AlphaTester 10/21/2021

Contributions