Email Welcome Sequence #1 for Client Tim

SUBJECT: The anti-wall street approach

I have a pretty serious pet peeve.

And I'm not talking about cupboards being left open or the improper cleaning of hockey skates…

I mean when people invest in the wrong portfolio or strategy because they got bad advice.

Advice from someone who should be on their team and have their best interest at heart...

But that advice is actually designed to put more money in their firm's pocket.

Not build toward their client's desired end result.

I disengaged from Wall Street for that exact reason. The cookie-cutter approach ultimately serves the firm and not your future.

Your wealth management is too important to manage with a massive pile of clients all on the same plan.

That's why we only manage a small number of clients at a time.

The client/advisor relationship becomes client-centric and not based on a firm's agenda.

No more big-wigs giving biased financial advice.

Just me and my people customizing the exact strategy that empowers you to evolve your dreams into reality -- whatever those dreams may be.

In this short video, I explain our wealth management formula and how it can secure the future you want: [LINK]

Small hinges swing large doors, my friend.

To your success,

Tim D.

P.S. It's never too early to start a conversation about your wealth management strategy. Feel free to book a call with me here: [/LINK]