October 2007

Giving sound advice requires sound knowledge

Socrates said "Know thyself," but for a financial representative, it's "Know thy client!"

It's always good for a representative to know as much as possible about his clients' or potential clients' situation and, just as our circumstances tend to change over time, so do our needs and expectations. Conclusion: a financial representative and his client can never talk to each other too much!

Let’s start talking!

And, with the help of Actualis, that’s exactly what I’m trying to do with you on a regular basis throughout the year. Although our business relationship has yet to be established, please know that I remain available to you for any questions you may have concerning your financial security. With so much information available to us nowadays, a second expert opinion can always come in handy.

If you wish to get in touch with me, my contact information is on the left hand side of my e-newsletter.