Mitch Boehm

Mitch Boehm

Financial Investments

Member

Members I've Invited

Sam Farmer

Sam Farmer

Sponsorship

Edward Jones

Edward Jones

678-480-7000

6000 Lake Forrest Dr.
Suite 285
Atlanta, GA 30328

Company

Team

PowerLinks Certificate 06/19/2019
InfoMinute Seminar 06/17/2019
Orientation Essentials 06/17/2019

Development

Sandy Springs Team

Introduced by:

Joe McGhee

Joe McGhee

Joined on 04/25/2019

Leadership

TeamCoOrdinator 12/07/2020
ParticipationCoOrdinator 10/04/2021
VisitorCoOrdinator 02/09/2020

Team

To get clients and to keep my clients I have to get to know everything about them. This is critical as I have to recommend whats in their best interest. If you dont know key aspects of their life/situation, it makes it difficult to accomplish this very important part of the engagement. I have a documented process to find out about them, their kids, their parents, their financial situation, their goals, thier dreams for retirement etc and I document them on an ongoing basis. The end purpose is to maintain a  great relationship and always make financial recommendions in their best interest.

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