Basic Information
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Company
NYLIFE Securities LLC & New York Life Insurance Company -
Mobile phone
8585856765 -
Email
vnruiz@ft.newyorklife.com -
What is your "why"? Why do you do what you do?
I was born into a family where money was not a huge issue, but literacy on it's functionality and purpose was. I want to help people understand how their finances work and educate them on strategies to optimize their financial goals. -
About me
I am originally from San Diego, CA and I have moved over 30 times. My father was mainly in managerial roles and my mother was an accountant, but she also has done many other roles. I enjoy solving complicated problems and I am seen as either serious or humorous, not too much in between. -
Profession
Investments and Insurance -
Title
Financial Services Professional
Contact Information
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City / Town
San Antonio -
State
Texas -
Zip
78230 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/VictorNRuizJr -
LinkedIn Profile
https://www.linkedin.com/in/victornruiz/
Education
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Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Are you open to the idea of meeting with someone I know that I can be a beneficial financial resource to you?
"Yes"
2. Would you be opposed to speaking to someone I know that handles investment strategies for business owners, companies, and everyday people?
"No, I'd be open to that"
3. If you could meet with one person in the financial industry, how would you describe them?
Some possible answers: "Nerdy, numbers oriented, funny, passionate, blunt/straightforward, not emotional, problem solver" -
Describe How You Would Like To Be Introduced Via Email
In a perfect world, the following is a spectacular opener and you're welcome to use it on your email. Please remember to adjust anything in "[]'s" and I highly suggest adjusting the wording, if it's not how you would normally speak.
"Hey [Referral's Name],
I wanted to introduce you to my [colleague or friend],Victor! He mainly handles business solutions, retirement planning, college funding strategies, wealth accumulation and holistic planning. He enjoys working with people in the real estate investing industry, small/medium sized businesses and the owners, pre-retirees, and/or young families. Victor also doesn't charge a fee for meetings/consultations and he doesn't do advisory accounts because he wants to ensure his clients are not overpaying for financial services. He believes those choices would defeat the purpose of working with someone trying to help you make/save more money. I felt like you and Victor would get along very well and that he could be a great resource for you to have in mind!"