Testimonial

My financial advisory clients, by and large, have expressed a desire to be kept in the loop once a quarter and when it matters in between, but don't want to hear from me on an ongoing constant basis.

I know because I've asked.

They are mostly retired, conservative by nature, and want to enjoy life while trusting that I know what I'm doing.

I often get my talking points from you, and it's interesting to watch the relief on their faces when I talk, for example, about the millennials being the hope behind the national debt.

I point out that we have something China and Japan don't have - a large group of young people coming up the pike. For them those talking points bring a great sign of relief.

I'm going into some detail because it's something to think about when you're marketing your service.

My thoughts off the top of my head.

Cheryl
Portland, Oregon