For this first installment of our monthly coaching call with Michael Silver, we will be discussing Value Proposition & your story.
ADVISOR COACHING CALL WITH MICHAEL SILVER
September 21, 2021
For this first installment of our monthly coaching call with Michael Silver, we will be discussing Value Proposition & your story.
With Fountainhead Asset Management you receive the luxury of focusing solely on your key advantages by allowing us, your partner, to lead on all investment related matters. As your CIO, and aligned as your partner, our goal is to provide a seamless experience for the client while empowering you to devote all your time on fully servicing existing clients and attaining new ones.
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