Top 10 Questions Prospective Clients Ask Us

24/10/2023 25 min Episodio 38
Top 10 Questions Prospective Clients Ask Us

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Episode Synopsis

This week, Paul & William discuss the top 10 questions they get asked by people who are interested in working with them.Topics covered include:How much do you cost?What services do you provide?Are you a fiduciary?What will our relationship look like?What is your investment philosophy?Connect With Paul & William:Click here to book a call with PaulClick here to book a call with WilliamConnect with Paul on LinkedinConnect with William on LinkedinFollow William on TwitterRead Paul's blogRead William's blogThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.