Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
clientliaison@30000wm.com
eMoney > Your Personal Financial Website
Menu
Home
About Us
Our Mission
Our Team
Our Process
Investment Strategies
Resources
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle
Tools
Glossary
Useful Links
Tax Resources
All Calculators
Who We Serve
401(k) Clients
BAE Systems Employees
General Motors Employees
Individual Clients
Business Clients
Trusted Business Alliances
Events
eMoney
Estate Planning 101
Medicare 101
State of the Markets
Retirement Empowerment
Blog
eMoney > Your Personal Financial Website
50,000 FT. - INITIAL MEETING
50,000 Ft. - Initial Meeting
Meeting Objectives:
Determine goals and priorities for company retirement plan
Determine if relationship is a good fit
Set the next meeting
Expected Duration:
Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined
Discussion Topics:
Explaining our process
Review current employee benefit offerings
Describe the scope of our retirement plan offerings
Discuss fees and compensation
Next Step: 40,000 ft. - Data Gathering