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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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When evaluating investment products always ask yourself "what specific role does the product play in my long-term financial plan?" if you can't answer that question don't by the product. remember 80+% of your investment return comes from your asset allocation.
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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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Long-term financial planning and implementation. I am particularly focused on reducing an investors tax burden.
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Q:
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In what ways is your company environmentally friendly?
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A:
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I personally am an urban commuter. I utilize public transportation for 80+% of my meetings and client engagements.
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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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It is not how much your investments earn, it is how much do you get to keep.
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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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Planning, Tax savings, portfolio construction, long-term customer relationships.
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Q:
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What separates your company from the competition?
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A:
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Our focus on client specifics. There are thousands of investment products. The only ones that matter for you, are the ones that help achieve your goals.
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Q:
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Does your company offer a warranty or guarantee?
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A:
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In the investment business providing guarantees are illegal.
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Q:
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What questions do customers most frequently ask you? What is your answer?
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A:
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"Is the market going to go up or down?"
my answer, "yes"
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Q:
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Does your company offer discounts to senior citizens or veterans?
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A:
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All customers are treated equally.
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