Herman (Tommy)  Thompson  Jr., CFP®, ChSNC®, ChFC®

Herman (Tommy) Thompson Jr., CFP®, ChSNC®, ChFC®

Financial Advisor

Member

Team

PowerLinks Certificate 11/01/2009
7-Minute Presentation Workshop 09/21/2020
Filling the Filing Cabinet Workshop 08/17/2020
GateOpener Workshop 07/20/2020
Best Client Workshop 06/15/2020
InfoMinute Seminar 11/19/2012
Orientation Essentials 10/06/2004

Development

Innovative Financial Group

Innovative Financial Group

678-338-4371

3520 Old Milton Parkway
Alpharetta, GA 30005

Website

Company

Endorsement Letters I've Received

Financial Services | Investment

Financial Advisor

Financial Plans

Retirement Plans

Annuities

Managed Money

IRAs

Special Needs Planning

Filing Cabinet

North Gwinnett Team

Introduced by:

Dan Barber

Dan Barber

Joined on 10/01/2004

Leadership

TeamCoOrdinator 08/05/2022
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 04/01/2021
MentorCoOrdinator
Hand Pin 12/07/2021

Membership

15-year Pin 10/08/2019
10-year Pin 10/14/2014
5-year Pin 05/11/2010
3-year Pin 08/01/2007

Team

Gold Star Pin 09/15/2009

Members I've Invited

Lisa DeLong

Lisa DeLong

Jan Pierce

Jan Pierce

Chuck Grennor

Chuck Grennor

Lynn Blackburn

Lynn Blackburn

Sharon Harrison

Sharon Harrison

Sponsorship

I'm a financial planner, so most of the referrals I make are uncovered when I'm meeting with a client to discuss their finanical plan. These meetings often have a follow-up email to summarize the loose ends and setup our next communication. I can verbally make the referral during the meeting, but there is an expectation for a formal introduction between my Team Member and the client. I get to make the formal introduction, but I also get to brief my teammate on the client's need, personality, etc.

Referral Trigger Response