Q:
|
What advice would you give to a customer looking to hire a company like yours?
|
A:
|
When evaluating investment products always ask yourself "what specific role does the product play in my long-term financial plan?" if you can't answer that question don't by the product. remember 80+% of your investment return comes from your asset allocation.
|
|
Q:
|
What is the most common type of project or service your company provides?
|
A:
|
Long-term financial planning and implementation. I am particularly focused on reducing an investors tax burden.
|
|
Q:
|
In what ways is your company environmentally friendly?
|
A:
|
I personally am an urban commuter. I utilize public transportation for 80+% of my meetings and client engagements.
|
|
Q:
|
What would you like your customers to know about your company?
|
A:
|
It is not how much your investments earn, it is how much do you get to keep.
|
|
Q:
|
What is your company best known for?
|
A:
|
Planning, Tax savings, portfolio construction, long-term customer relationships.
|
|
Q:
|
What separates your company from the competition?
|
A:
|
Our focus on client specifics. There are thousands of investment products. The only ones that matter for you, are the ones that help achieve your goals.
|
|
Q:
|
Does your company offer a warranty or guarantee?
|
A:
|
In the investment business providing guarantees are illegal.
|
|
Q:
|
What questions do customers most frequently ask you? What is your answer?
|
A:
|
"Is the market going to go up or down?"
my answer, "yes"
|
|
Q:
|
Does your company offer discounts to senior citizens or veterans?
|
A:
|
All customers are treated equally.
|
|