4 years, 10 months ago-
Posts
-
-
Do you have a financial roadmap for Retirement? Does your tax preparer regularly talk with you financial advisor? Do you enjoy talking about finance?
If you answered no to any of these questions…I can help.
Hi…I’m Kirk Brown with KMJ Financial Group. With our financial planning process, we help you address the issues you might face in retirement. And we customize a retirement plan…just for you. Paying close attention to your goals and objectives.
To find out more…shoot me a message on LinkedIn to see if we are a good fit to work together.
-
Hi @kirk-brown, this is a really great start!!
Take out “do you enjoy talking about finances” — I’d like your 3 questions to be pain points!
Feel free to add in 1-3 sentences on HOW you help your clients/why they should work with you.
Everything else looks awesome!!
-
Support Forums are being phased out. You can still view the existing Forum posts but can no longer post in them. For all Support needs, please email help@coredm.com or click the blue Question Mark icon in the lower right hand corner of your screen.