James DeLaurier

James DeLaurier

Financial Advisor

I'm a pickle ball prodigy, AirBnB ace, Russian speaking Rookie; I have three of the best friends in the state of Georgia; I collect restaurant recommendations and working towards my pilot's license

Member

Endurance Planning Group

Endurance Planning Group

678-271-9304

367 Atlanta St SE
Atlanta, Georgia 30060

Website

My best clients are entrepreneurs, investors of real estate. They want to build a massive amount of wealth with their business and buying an investment property each year. Their faces light up when you mention the real estate you bought last month.

Company

InfoMinute Seminar 05/20/2024
Orientation Essentials 05/20/2024

Development

East Cobb Team

Introduced by:

Joined on 03/11/2024

Team

I noticed a client being hesitate to implement a solution to their problem. As a financial advisor, it is my job to be a thought leader by presenting ideas/solutions to issues and then letting the client decide what their best path forward is. The best financial decision is not always the best decision for the client. I thought I had presented a very easy solution to my client's problem only to find out the reason they took several months to decide to implement is because they did not fully understand in detail what the options I had presented to them were. It became clear after the first time discussing this issue that I needed to present the information in a different way. Changing your perspective to put yourself in your client's shoes is incredibly important and can be difficult to master.

Referral Trigger Response