The Importance of Credibility in Selling Your Services

Robert's purpose here is to establish credibility. He needs Jessica to understand that his firm can be trusted. We've been serving high net worth clients for the past 30 years. All our associates are fully certified, and several have won awards. By successfully serving clients, we've grown our business to over a hundred million dollars in assets managed.We're backed by one of the five biggest financial institutions in the country. Not to mention that all advisors, myself included, are CTFA and CPWA qualified.