Basic Information
-
Company
New York Life -
Phone
6574561422 -
Mobile phone
6574561422 -
Email
mjgonzalez01@ft.newyorklife.com -
Describe How You Would Like To Be Introduced Via Email
Hi ____ and ______
I wanted to introduce the two of you (again) since you already met at ___________
_______, this is Manuel, my New York Life financial services professional. This is the perfect time of the year to reach out to her so that she can show you all of the tax savings options that are available for you and your business that can be put in place before the year's end.
Manuel, this is _______, my client who is __________. I know that your expertise will be so beneficial to him in his business planning.
It doesnt have to be exact, but if you need an idea, something like this will work. -
What is your "why"? Why do you do what you do?
My wife is my why. She makes me want to be a better man and person. And my entire goal in life is to be able to retire her and give her the life that she and our future children deserve.
I'm just grateful that I am in a profession that I am passionate about, and that I am able to help my community in impactful ways as well. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have you ever talked with a professional about your financial planning? If so, when was the last time? Do you have concerns about running out of money for retirement? Is the current financial environment making you push off important financial decisions? -
Unique Selling Proposition
I am not here to sell anything to anyone. First and foremost I am here to teach my clients the strategies that business savvy individuals have used in the past. The services I provide are not unique, however; the way I teach and make sure you have the proper understanding and know how, is not found anywhere else. This way you have all the proper knowledge and know how to make the best decision for yourself, your business and your family. -
About me
I am passionate about helping others learn about their finances and how they can use the tools that everyone has available. But just may not know what they are, or how to use them.
-
Profession
Financial Services -
Title
Registered Representative -
Hobbies and interest
Jui Jitsu, Golf, Guns, Baseball, Reading
Contact Information
-
City / Town
Las Vegas -
State
NV -
Zip
89147 -
Country
United States -
Special offers to the group
Free Consultation - Coffee is on me! -
Facebook Business Page URL
https://www.facebook.com/profile.php?id=100071135771633 -
LinkedIn Profile
www.linkedin.com/in/manuel-gonzalez-ba3298192
Education
-
College / University
Arizona and Fullerton College -
Graduation Year
2021