Assisting a friend
I have a close friend of mine who is a Financial Advisor and is wanting to build his portfolio of clients. I've asked him to provide me with information about his business:
"When was the last time you reviewed your income protection, estate organization, life insurance and overall financial development? Most people are so busy today that they don't take time to plan for tomorrow. That is why I use the Personal Viewpoint. It's a simple, yet effective process that helps people identify their specific priorities for the future. Do my services apply to you? Take 20 minutes and I will show the type of work I do and you can decide."
If you are interested in utilizing his services, please message me.