We're committed to our success.
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*Information on past performance is not a guide to future performance. Rest assured, however, that your financial advisor will be frolicking on a beach in a carefree manner.
We're determined to drag you through our process:
Size you up
The first step is to get to know you and see how we can best use this information to maximize our earnings.
Pass you off
Depending on your net worth, you will either be placed with the next advisor in line or be used as a prize for our
Create a cash cow
Your advisor will help guide you to make the right decisions for
They will be presented as positive features of the firm, for example, the wheel of fortune video will be put forward as "finding the right advisor for you", etc. etc.
An independent survey proves that more of our lady clients get fun
piggyback rides from their husbands than those with any other firm.
Meet the team here