UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Our winner was Bob! While Lindsay does have a son, she doesn’t have two children. We look forward to doing this again soon and hope you will join us in participating!
In a world where social time isn’t as abundant as it has been in the past, we wanted to open up some opportunities to help bridge that gap and feel closer to our family of clients. People prefer to do business with those that they know and as we continue to manage our limited growth, we will always aim to keep that close-knit feel we’ve always had. If you’re in our family of clients, you know we ask a lot of questions about you. We’ve always believed that you’re way more than just an account number; we are passionate about connecting with you one-on-one outside of just your risk tolerance and financial goals – we want to learn about your interests, your hobbies, your grandchildren, etc.
Likewise, it seems that the feeling is mutual, and in talking with our Client Advisory Board, it’s nice for our clients to know a bit about who is looking out for them over here at Richmond Brothers, too. So, with that in mind, in conjunction with our advisory board, we’ve created a monthly contest series to help you get to know a bit more about each of our team members who are working so hard (whether behind the scenes or on the front line) to help you reach your goals.
This month, we would like to further introduce you to our Client Service Associate, Lindsay. Please check out her video below that contains a fun game of “two truths and a fib.” Once you’re done watching her video, we need your help identifying her “fib.” Please make sure to vote which statement was the fib via our survey.
If you are correct, you’ll be entered to win a $20 gift card from one of the following locations of your choice: (1) The Home Depot, (2) Panera Bread, (3) Starbucks, (4) Target, (5) Pet Supplies Plus, or (6) Shell Gas Station. The last day to respond in this February contest is Monday, February 28.
Good luck and we hope you have fun with this contest and get to know a bit more about us, too!
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