Good morning beautiful Women Supporting Women,
Happy Monday to you all. I hope you had an enjoyable weekend. I spent my days physically recuperating from last week’s trip to Homecoming in Virginia and of course giving thanks to the man above. Showing gratitude is the only way to start my day.
After we wrapped up our series about credit cards and how to recognize behavioral differences in our children, I asked the group what would be some great financial topics to post. So far everyone seems to be good with what has been presented to this point, so I will continue to discuss matters that are a part of everyday conversations.
Last week while meeting with a client, we discussed what she looks for in an Advisor. Since I was her 3rd one, it was obvious that her search had been an unsuccessful one. When asked why she hadn’t settled with one of the numerous Advisors she had encountered, she mentioned that there are certain attributes which a person should possess. As interactions began, she quickly realized they were lacking in these categories.
What do you think they could be? Why was she not happy? Why weren’t they giving her what she needed? This is where you can help! In the spirit of Halloween I am going to do a $15 gift card giveaway. The first person to name the 5 attributes my client is looking for is a winner! Feel free to purchase a pumpkin latte from Starbucks with your winnings!
In order to have a chance at winning, please send your responses to: firstname.lastname@example.org by Sunday, November 3rd, 2019! I will announce the winner on Monday, November 4th. Good luck everyone!
As always, thank you for taking the time to read my post.
Have a beautiful and blessed week!
Changing the lives in our community….one family at a time