In November, I am hosting an intimate open forum for my clients, family, and friends who would like more information regarding Wills and Trusts, and how they can ultimately affect their family’s estate. An Estate Planning attorney at this seminar will provide straight answers to all the questions, mysteries, and myths you’ve heard about Family […]
It’s official…I now have a fantastic Administrative Assistant to assist with the day-to-day tasks required of running a Financial Advisory practice. It is my pleasure to introduce my new Administrative Assistant, Shawna Ionita. Shawna is here to help ensure that my clients are receiving the highest quality customer service from Arktos Wealth Management. As complexities
Here’s the cold hard truth: The success of my practice is dependent upon my clients’ success. The more they succeed in building and protecting their wealth (or mini empire), the harder I have to work to ensure we are covering all facets of their plan. For a business to grow, it needs to keep
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Starting now, any and all business related email must be sent to [email protected]. In my effort to continually improve the efficiency of my practice (the Japanese call this Kaizen), your email will automatically archive into your respective Customer Relationship Management (CRM) file. This will help me to instantly see all of ‘our’ correspondences. As
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