You meet with an advisor.  After a few minutes of informal introductions, the advisor starts to ask a lot of questions. It doesn’t take long to ask what I call the “qualifier. “

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What is the total of your investment portfolios? 

 

What is the qualifier? It is the question that advisors ask to make sure you meet the investment minimums so they can potentially accept you as a new client. If not, you don’t fit the mold of the “big client.” Brokerage companies have determined that there is too much liability in taking on new clients that don’t have a minimum amount of investments. Thus, you are shifted to option 2. This is where artificial intelligence saves the day. Meet your new advisor – the RoboAdvisor.

 

31 years ago, I decided that I wanted to be a financial advisor to help people. I feel incredibly blessed to get that opportunity through the radio show. I also wanted to help people regardless of their situation one-on-one as an advisor. Thus, there is a way you can get the help and guidance you need. No, I won’t be sending you to Bob the RoboAdvisor. You would be working with me. Here is how it works:

 

We would first set up an initial 30-minute phone call where we discuss your situation. From there, I can tell you how I can help you. Then, you decide if it makes sense.  

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We handle things very differently. We don’t expect you to be at a certain investment level before we take you on as a client. We simply meet you where you are and look to what can be created going forward.

 

To schedule a no-cost 30-minute phone call, please click here to book online, or you can call our office using the number below:

 

You can either talk to Alyssa at 972-386-0384 or email us at info@prudentmoney.com

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