Financial Services or Strategies for 2017 and Beyond
By Edita McQuary
Financial Advisor Cheryl Rebottaro has been in the financial services business for 12 years and at the same location for 7 years. Most of her business comes to her from referrals and her clientele is growing steadily. Her right hand person, Branch Office Administrator Angela Schieffer and Cheryl have been working together for two years and they are a great team.
Edward Jones has been ahead of the curve and has always been careful to train their financial advisors to make certain the client understands the product, the risk, and the costs. Cheryl spends about 90 minutes with each new client evaluating the client’s goals, ascertaining their tolerance for risk, and explaining the investment products.
“There is no way to get anywhere without a goal,” Cheryl says, “and it is important for the clients to have all the information on how to attain their goal.” Each client is unique and Cheryl has a customized approach for each client. Once a plan has been formulated and in place, she pro-actively works to find out how the client wants to be kept informed about his or her investment(s).
Cheryl helps them create an individualized financial strategy on a number of programs, whether for retirement, college savings, annuities, life insurance, long term care insurance or disability insurance and to invest in the market.
Whether the client wants to meet once a year or four times a year, Cheryl is able to get to know her clients and customize her approach to the way they want to meet with her to review their portfolio. Some people prefer to be contacted by telephone, others by mail, WebEx conferencing or in person. Financial newsletters are also sent out regularly.
Besides becoming acquainted with her client’s goals, she can offer advice on all aspects of a client’s financial matters.
Contact Cheryl at: Cheryl Rebottaro Financial Advisor-Angie Schieffer Branch Office Admistrator-221 Mt Hermon Rd, Suite F Scotts Valley, Tel 831-461-9311 Email inquiries:firstname.lastname@example.org