Did you know that financial planners have seasons? It’s true! Summer is very slow in my business because people are in a vacation mind-set. That school calendar is forever embedded in our brains.
When fall rolls around, folks are ready to get serious about their finances again. Why not use that built-in momentum to offer a financial planning day at your office? A combination of using a presentation over a lunch-and-learn plus the opportunity to meet for 30 minutes one-on-one with me is a winning mix.
I recently was at an engineering firm in Inverness and the day was packed with people with questions from retirement readiness to saving for a home, investment allocations to Social Security strategies. They all got some questions answered without a sales pitch for planning services or products.
If you are interested in providing this great benefit to your workplace, please give me a call at 303-324-0014 or drop a note to firstname.lastname@example.org
If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@