SOMEONE you know, has proposed our introduction. 

Over decades of consulting, I recognize the value of referrals. But....referrals are always risky, introductions rarely authentic, and follow ups plain awkward. The process is simply not FUN. 

Being sensitive to the social risks, that exist I have found that making the process anonymous for the third party removes their "named" involvement and puts the responsibility for a positive experience solely on the two interacting parties.  Very often the added intrigue works well to support open minded relationship development.  Its also quite Fun!

Again If you've been socked, Someone thinks you should meet me, and after taking a look I think so too.  

When we meet nothing actually happens.  An introduction meeting is simply to casually connect to share personal introductions and understand a little more about each other.  Rarely are professional discussions initiated.  We end up with a sense of each other in terms of the intangible credibility and relevance that are necessary to move forward.  I take this opportunity to share what I do in terms of analysis, planning, strategy and products.  I answer qualifying questions and I may ask a few as well.   Only 60-70% of introductions proceed to business, often there is a greater getting to know you process, or simply a relevance issue that time and circumstance must overcome.  

For the record

• Insurance Analysis, Review Report
• Commercial / Fleet / Project / Property / Operations
• Surety Bonding for projects 
• Personal Home and Auto
• Group Life/Dental/Health Benefits, Travel Insurance, Health Spending Accounts

• Personal / Corporately owned Life Insurance 
• Insurance strategy 
• Disability, Critical Illness, Insured Investments

• Investments / Securities and fixed term savings
• Applications and referrals to lenders for commercial financing

• Financial Planning corporate or personal 
• Analysis and reporting
• Strategy short mid or long term 
• Commission / Fee only / Fee for service.  

• * Coming Soon
• Insolvency, and Restructuring services 
• Referral to CIRP licensed trustees.  

Ultimately Business owners and qualified individuals seek out a comprehensive and responsive guide to their financial goals because they feel strongly that Time and Efficiency are critical.  Everything else is just a detail.  

The Process is simple,  

Create Relevance...

Prospects must see that what I offer is directly applicable to their lives and businesses.  They see that proceeding without guidance is unlikely a wise decision despite the challenges of sharing goals and dreams with a stranger.  

Establish Credibility

Ensure that the process is transparent, slow and steady, and certain.  Build on familiar and supportable ideas to share understanding... Ensure that as an idea is elevated from concept to actionable plan, that there's effective feedback.  Be ok with progress not perfection.  Breathe.  It's real.

Deliver Value

Anyone can buy insurance, buy investments, and make straight line projections about their lives.  Its quite difficult to make financial products, services and strategies useful without a plan.  Planning takes connection trust and knowledge.  Delivering consistent value by ensuring the client experiences a benefit beyond what they can do on their own is the ONLY way to ensure long term survival and success.  Your success is my success.  Period.  

So what does that mean, and what does it cost.  

It means that if you ever wanted to feel better about the progress you're making with your money... I'm here to help, and just like a few thousand other households, businesses or other entities, the process is painless, enjoyable and worth it.  

What does it cost.  While I do offer different fee options, the initial consultation is confidential, and no charge with no obligation.  We can determine what you need and what is reasonable afterwards.  Unless you're on board, and I'm on board with a clear process we don't proceed, and we leave fear and doubt behind as we move forward together.  

Let's connect and talk more about it.