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Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

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Weekly Focus - March 31, 2021 - "The Purchase Decision Is the Go-Ahead"

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Once a person decides to act on the need for financial planning, he or she will now seek information. He might start with someone at his bank or he might ask a friend for help in finding an Advisor. If he has a do-it-yourself mentality, he might respond to an E*TRADE or Schwab commercial. There are lots of ways to get information. After gathering what he considers to be adequate intelligence, they will decide which course of action best fits their needs. Do I like a particular avenue? Do I dislike a particular solution? Do I care enough to investigate several brands and/or methods or are a few enough? How involved do I want to get? How much energy am I willing to expend?



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