Brian SkrobonjaPrivate Wealth Advisor & Financial Firm Founder

How Do You Get Started Working with Brian Skrobonja?

Name: How Do You Get Started Working with Brian Skrobonja?
Uploaded: 2011-10-06T20:55:27Z
Channel: Brian Skrobonja
Description: This is a YouTube video titled "How Do You Get Started Working with Brian Skrobonja?" containing a monologue or presentation from October 6, 2011…

6 Oct 2011

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This is a YouTube video titled "How Do You Get Started Working with Brian Skrobonja?" containing a monologue or presentation from October 6, 2011, explaining the initial client meeting process and approach to providing value before commitment. Although the content is related to Brian Skrobonja, the excerpt features a single speaker and does not represent a conversation.

This is very simple. The first step is to take a few minutes to meet with me, just to talk. This is an opportunity for a new client to come into my office, meet our staff, and discuss what's motivating them to reach out to us. I do this because I believe that most people have questions about how we are able to help them, and this is an opportunity for them to get answers to the questions. I take the approach of providing value before expecting a commitment. If I cannot show value within 30 minutes, then we should probably not work together. However, if I am able to show significant value, then we can work together to come up with a financial plan that fits a client's particular needs.