In this training, Justin shares about how you can become more used to discussing finances in your life
Most people feel uncomfortable talking about money - so it’s normal!
For more, read Can You Afford to NOT Talk About Money? on the Wealth Mode blog.
What to do when you’ve shared my contact information with someone you know, but they continue to not reach out to Justin to talk about their finances.
Justin will send your referral an email with this 4-minute video greeting.
They’ll receive a couple follow-up emails to see if they want to schedule a free initial consultation.
If they don’t respond, then they’ll receive bits of information every couple of weeks to help them understand important topics about working with a fiduciary, fee-only financial planner, and how services work.
This gives them the chance to learn at a pace they’re comfortable with.
After about 2 months, they won’t be sent any more follow-up messages.