Updated: May 16
Welcome - the format of my newsletter will always be the same. We will take a current event from the last month, and share what you as a Financial Professional should know about it. Then I will give you insights as to the effect it may have on your clients' and prospective clients' financial goals. I will then give examples of conversation starters built around these events, and my own input. This can help you become a person of interest.
Thomas F. Love