Ethen Bagley Group of Merrill Lynch
Oct 21, 2013 10:42AM
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What is the process you take each customer through? Each prospective client is taken through a series of meetings. The first is a discovery meeting where we gather information and gain an understanding of their goals, timeframes, and risk tolerance. This is followed up by an Investment Proposal/Financial Plan meeting. When the client indicates they are ready to proceed, we schedule a mutual commitment meeting where we complete all paperwork and agree to each party’s roles and responsibilities. Once accounts have transferred in, we follow up with an on-boarding meeting where we explain how to read the statements, log in to the online account access, and help them organize all of their financial affairs. Finally, we schedule the periodic face-to-face account/plan review, which for most clients is semi-annually. In between meetings, clients can expect monthly calls, monthly newsletters, and periodic client educational events throughout the year.
Ethen Bagley Group of Merrill Lynch 1044 N. 115th Street Omaha, NE 68154 402-496-5192 fa.ml.com/ethen_bagley_group