Weekly FAST Challenge :-) - Tighten up your Triangle

Call your top Realtors, and ask them this question:

“Gloria, quick question and thanks for taking my call. I’m working on a new financial literacy and advisory program for my clients. If you were referring a client to a financial advisor in our local community - who would it be?”

one more question - “who is your top ‘go to’ for tax advice?”

this is awesome, thank you so much - I have to ask - “is there an insurance agent you prefer to work with for life insurance needs?”

Great, again, thanks so much. “Anyone else in the financial advisory space you think I should meet?”