You’ll NEVER Be Another “Account Number” Here!I have no aspirations to have our business serve thousands of clients. Unlike companies you see today in financial services like Fidelity, Merrill Lynch, UBS, Morgan Stanley, LPL, Ameriprise, and Edward Jones who have large “transaction based” businesses for thousands of customers, I have meticulously structured our business to experience an intimate relationship and provide an extremely high level of value and benefits – for a very small number of Members. As you can imagine, providing that personal, specialized, ‘first class’ attention takes time. Because of my desire to preserve and maintain this intimate level of service, continue the frequency of my one-on-one meetings with our Relaxing Retirement Coaching Program™ Members, and continue to host and bring in quality speakers at our Relaxing Retirement Events, I have again reduced the number of new Relaxing Retirement Members I will accept in 2012 down to only 8. And, that number will diminish each year in the future eventually ending with me choosing not to accept any new Members. My careful planning tells me that is now only two years away. When you are a Relaxing Retirement member, you will continue to receive the attention and care that you’ve become accustomed to and never be passed on to a “junior” advisor right out of school. This is something we take very seriously. You will continue to work with me personally.
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Listen to Retirement Coach Jack Phelps, ChFC answer your questions on Why did you create The Relaxing Retirement Coaching Program™? What smart questions are retirees asking? Who can benefit from The Relaxing Retirement Coaching Program™? What’s the biggest mistake retirees make? |
