ADAM STEPHENS: They clearly knew we are getting very close to having a major financial shift

 ADAM STEPHENS

Hi Everyone.... 

Just dropping in to share my bank story from today. 

As I suspected.... This was a appointment to introduce me to the area VP Private Client Wealth Advisor for Chase. He has a list of people who had Trust accounts and whom they knew had foreign currency. 

This was more of a introduction to what services as far as investments that they Offer to their customers with over who have a good amount of money in their accounts. 

They clearly knew we are getting very close to having a major financial shift... Within Days. They wanted to have their opportunity to WOW me and my wife. Their ideas were not in line with our intentions and goals. 

They asked about my injury since when I met the Private Banker in January, I was still in bandages and on my knee scooter. And today was no different. Still messed up. Of course they asked about my legal status of my case which I would not share. 

When planning out your families futures... Interview several wealth management teams and find someone you resonate with and who will listen to you and your spouse. 

Make sure that person is a Fiduciary Wealth Manager. 

Do your due diligence and research. That's what we are doing. Take your time.