Broker Check

Client Bill Of Rights

As my client and partner, you are entitled to:

  1. Professional, prompt and courteous service at all time from me and my company.
  2. Integrity
  3. An ability to listen to your needs and recommend meaningful solutions.

Once you are my client, I am on retainer for life. I will work for you seven days a week, twenty-four hours a day.

(1) When I call you, please pick up the telephone, If you can't come to the phone, please return my call. Never avoid me please. I will call you two or three times a year. When I call, I will have an ideal relating to the creation and protection of your wealth. I will always have your best interest at heart.

(2) I am entitled to a yes or no. A maybe kills opportunity. Nice people would rather lie to my face than hurt my feelings. I can take no. The more times I get misled by a maybe, the less time I have to serve you or develop new clients. Building and servicing my clientele is my livelihood. To me, a no does not mean never. It simply means not now. So please understand that in all cases, I need a yes or no.

(3) If I perform to your satisfaction and standards, then I want to meet some people that you know. I will never embarrass you. Again, building and servicing my clients is my livelihood, and I want you to feel comfortable working with me this way.

(4) Finally, I am entitled to both positive and negative feedback. Most industries have poor feed back systems. We only hear bad news. I want to know when you are upset, but I also need to know what is working well.

I am looking forward to being your partner.