Welcome, Financial Advisors, To Your
Next Business & Life Adventure!
I’m excited to be working with you on your current life and business journey. Enter the Client Cafe with the ID and password you received from me via email.
If you are not yet a client,
Providing Confidential Services
The work I do with you is confidential. I agree to never tell another person that you are working with me unless you give me written permission. However, you are welcome to tell anyone you want that you are working with me. If someone tells me you referred them to me, they’ll have to tell you that we’re working together or not. If having a Confidentiality Agreement helps you to feel more comfortable and builds a higher level of trust, let me know, as I have one that I’ll send to you signed.
What To Expect – Enter Your Client Café
Use the ID and password I give you to gain access to this part of your resources. I’ll set you up to receive a weekly Success Tracker, too.
Lost Your Password or ID?
Contact me at the direct email you’ve been given.
Payment
I prefer that you don’t go into debt to hire me. You can pay me by charge card, paypal, echeck, check, etc. You and I will discuss what is best for you prior to you hiring me.
Schedule Sessions
Many of my clients prefer scheduling their sessions online because the system I use creates reminders. If that is you, . I will always ensure, at the last meeting of the month, that the next month’s sessions are scheduled via this system or by me.
Contact Me
All private contact information for me will always be in your hands. You’ll receive with a sheet in the back of your Welcome Kit that lists private numbers, email addresses, Zoom/Skype information, etc. This page will not have access codes to the Client Cafe, Business/Marketing Planning software, and other training materials. That information I’ll provide you on the phone and in an email.