UPDATE: Thank you to everyone who participated and voted! This contest is now closed. Dan did not grow up on a dairy farm; however, he does have extended family that owns a dairy farm that did supply for Chobani. Congratulations to Mishele!
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 Senior Financial Advisor, Dan. Please check out his video below that contains a fun game of “two truths and a fib.” Once you’re done watching his 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 to this contest is Friday, September 30.
Good luck and we hope you have fun with this contest and get to know a bit more about us, too!