Hurricane Andrew taught me that stillness lives at the center of chaos. Improv and salsa are teaching me how to find it in motion. Surrender is not weakness; it is fluency. Riley, my golden retriever, has always known how to move in that grace.
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404-895-0937
12705 Century Drive
Suite A
Alpharetta, GA 30009
You'll notice the sunglasses hanging around his neck when my best client steps out of his 2-year-old F-250. He's a partner of his engineering firm, and his status symbols include John Deere, linear feet of fencing, and vacation days spent with his family.
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Endorsement Letters I've Received
As I read Mary's IRA statement, my jaw dropped when I saw that her account growth over the last year was $1.09. Her returns barely covered the account fees. I'm putting her money to work in a moderate portfolio, so it can finally work as hard as she has.
In a Vanguard survey, more than a quarter of investors still had their assets in cash. Rollovers that are still in cash after the first year tend to remain that way for at least seven years. For Mary, that added up to 109% of her retirement account… gone.
Every week I sort my clients' accounts by cash holdings. Anything sitting above 5% triggers a workflow.
I'm a good referral for your friend's mom who has been living with her since the divorce. She gave everything to her family and now she just wants to take care of her future like her ex-husband had once promised.
Ask her how her dog Mabel handled the road trip to Montana.
Melissa Moss
InfoMinute
Financial Services | Investment
Financial Advisor
Filing Cabinet
Benito Canales
Matt Valente
Sponsorship
Development
It's the small things that move people. Kelly mentioned it several weeks ago: iThink Financial will put a debit card in their hand right as a client opens an account, right there at the branch, before they've had time to clear out their wallet. A small fact. The kind that quietly changes what's possible.
I've learned to hold onto those facts. When a client sat across from me recently, worn down by the particular indignity of paying Chase ten dollars a month for the privilege of keeping his own money somewhere, I knew what to say. I walked him through it, step by step, the way you'd walk someone across unfamiliar ground. And I told him: you'll leave with a card in your wallet. It'll be done.
He stopped at a branch on his way home. By dinner, it was.
That's the thing about the right information at the right moment. It doesn't push. It simply opens a door, and people walk through it on their own.
Referral Trigger Response
