Jason Davis
Financial Advisor
I love God and people. I'm married and have two little boys that are my world. I speak Spanish & Portuguese and enjoy meeting new folks, reading, fighting, hunting. & fishing.
Member
GateOpener Workshop 07/17/2023
Fill the Filing Cabinet Workshop 04/17/2023
InfoMinute Seminar 09/20/2021
Orientation Essentials 09/20/2021
7-Minute Presentation Workshop 09/20/2021
Development
Reveille Wealth Management
678-961-7097
525 Westpark Dr.
Suite 100
Peachtree City, GA 30269
My clients are business owners with 3+ years experience with advisors from large, national firms, who want better returns with less risk and to shelter more income from the IRS than their 401k will allow.
Company
Members I've Invited
Marisol Nobles
Hunter Cockrell
Sponsorship
Financial Services | Investment
Financial Advisor
Process-Review
Planning
Planning
Process-Investment Strategy
Filing Cabinet
Step1-The Map
Think of your favorite vacation you've ever taken. Where did you go? Why did you decide to go there? How excited were you in the days leading up to it? We are all already on a journey right now, as I'm reading Jason's InfoMinute. We are on the same journey to different destinations. Do you know where you are going? How clear and specific is it? Does your life plan look like a route mapped out by a GPS with all your favorite stops, or is it more like pointing at a globe from a distance, hoping you don't end up on the wrong side of Somalia? Time is our most valuable asset. We have a limited amount, and we can never get back the time we've already lost, but we can ALWAYS re-route and make the most of the time we have left. The first step in my Perfect10 Approach is getting a good understanding of my clients' starting point, their destinations, and WHY they chose those destinations.
InfoMinute
I take notes and divide next steps based on what needs to be done, myself, and what I can delegate. I schedule my personal tasks and deadlines for other tasks as calendar appts. and follow up with clients upon completion to let them know. Timelines can vary depending on the task, but I like to give clients the expected timeline for the process, so they're not mentally left in limbo in the meantime.
Referral Trigger Response