Describe How You Would Like To Be Introduced Via Email
The best way to introduce me is with a warm email connection with both of us CC'd on the email. Generally, the best approach is to make it personal, you can mention why it's important for us to connect, or you can use an example of how I've helped you, or others you care about.
What is your "why"? Why do you do what you do?
My "why" is to help people "Live Their Life On Purpose". Finance is not often taught at a deep enough level to empower people to use the tools available to them. People often live intentional lives with their minds and bodies, but don't always take the step to be intentional about their finances. My why is to educate people to the point where they can build intention into their financial lives, giving them them the freedom and piece of mind to enjoy the things that are most important.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you have a financial advisor?
2. Do you have a financial plan/retirement plan?
3. Do you have a business legacy or transition plan?
About me
I'm a Minnesota native who grew up in Edina. I spent a lot of my childhood outdoors playing sports, camping and doing historical reenactments. I'm a life long learner and love a variety of different topics, but my favorite is Macro Economics. I also love spending time with family and friends and I try to take a couple groups trips each year to stay connected with them.
I love the outdoors! I think it's important to have a balanced life so when I'm not working or studying Macro Economics, you'll find me on the lake windsurfing, in the woods mountain biking or out snowboarding in the winter.