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 Director of Communications, Sharon. 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 the “fib” below.
The first person to answer correctly will win a $20 gift card from one of the following locations of your choice: (1) Starbucks, (2) Target, (3) Pet Supplies Plus, or (4) Shell Gas Station. The last day to respond in this June contest is Thursday, June 30.
Good luck and we hope you have fun with this contest and get to know a bit more about us, too!
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.