I already have a financial advisor
- That's great, you probably feel much more comfortable knowing that you have someone helping you understand finances isn't it?
- How did your advisor explain all the different options to you? Did he go over all the options available to you before he gave you some suggestions?
- How often is you advisor going over your portfolio with you?
** When you get some interest
- Do you think it would be worth a few minutes to get a second opinion from one of our investment specialists on your portfolio? Perhaps there are some new products available that weren't around when you met with your guy/
- Great, let's do this, why don't you organize your investment paperwork so that we know exactly what you are in and then I will schedule a consultation to make sure you aren't leaving any money on the table
- Do you think you would have all your stuff organized by next week? Maybe Wednesday?
What is the name of your company?
The company I am with is called World Financial Group, have you heard of them?
, you probably haven't heard about them, essentiathey work with a lot of different companies like TD, RBC & Manulife, I am sure you have heard of them right?
-- > Use what they say
Essentially we help people plan their finances so that they pay as little tax as possible which I think is a pretty good goal don’t you?
-- > Use what they say
That’s part of why I am so excited, everyone wants to learn about these kind of things don’t you think?
The formal description is that they market a variety of financial products but when you break it right down, WFG people are looking for ways to help their clients pay less tax. I don’t know too many people that like to pay tax do you?
-- > Use what they say
You are probably wondering how that works? How do you avoid paying tax?
-- > Use what they say
The one nice thing about WFG is the fact that they have access to so many different products. The rule of thumb is that every client is different. When was the last time you had someone go over your finances?