Robert Thigpen and the Welcome Process
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Robert Thigpen and the Welcome Process
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About this listen
Today, Ted Hoornstra introduces us to Robert Thigpen. Robbie takes our clients through the onboarding process, and he explains what to expect when you meet the Hoornstra Financial Group - it's a process that includes:
- Getting To Know You
- Consolidation
- Evaluating Options
- Implementation
- Evaluation and Rebalancing
- Managing Your Expectations
The entire process takes into account your individual circumstances, not a cookie cutter approach.
For more info on the Concord Advisors and the Financial Group:
Call: 727-498-8828
Or visit them online: http://www.hfg411.com/
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.