When I meet new people, or I am catching up with friends or family and they ask “What do you do?” and I respond with “I’m a Financial Trainer” it’s usually met with a puzzled look or a follow up question sort of like “Is that like a Financial Advisor or….?” I explain that we aren’t a traditional financial company, we are set up a lot like a traditional gym, where you pay a monthly membership and you get complete access to your Best.Financial.Friend. (me) a lot like a personal trainer! I am extremely up front with my clients from day one: I don’t make commission, I am not here to sell you life insurance, my #1 goal is for you to be successful in your personal financial journey, your membership pays my salary!
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