Describe How You Would Like To Be Introduced Via Email
Introduced as Alex Rushford, a financial representative with Vivant Financial Services. Alex works along side Ryan Mason, the president of the firm, to provide clients investment management and wealth management planning that is right for you.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Have you met with a financial advisor to discuss your options towards your goals? Would you like to be introduced to an advisor we work with?
2. What have you enjoyed about working with your current advisor?
3. Did you know financial advisors can help you beyond retirement planning? Would you like to be introduced to