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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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I would recommend meeting with more than one advisor before you decide to do business. Get a good feel for the individual and ask lots of questions, your working relationship should last a lifetime so ensuring you trust the person and the company they represent is crucial. But I say ask lots of questions not to be a pain but to weed out the folks who don't know their stuff and aren't patient enough to meet all of your needs. Pro tip you should feel good after the meeting and have some clarity about your plan moving forward.
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Q:
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What is the most common type of project or service your company provides?
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A:
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The most common service we provide is insurance and estate planning. We specialize in helping people have the tough conversations before times get tough. Our most important goal when working with clients is ensuring we are going to show up with the right amount, at the right time to take care of your loved ones.
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Q:
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What would you like your customers to know about your company?
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A:
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We have the resources of a big city firm but use a very personal approach to our services. We want you to feel like you can reach out for anything that you need and know you'll get to talk to a person that knows you and is eager to help.
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Q:
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What is your company best known for?
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A:
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Being Good At Life! We just celebrated our 175th anniversary and the values that we've held since day one are just as strong. We are dedicated to taking care of our policy holders and fulfilling the promises we have made.
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