Paul Kingsman, RICP®'s Linkedin Analytics

(864) 360-1311 [email protected] Happy client follow-up note: “The language you used today was perfect. I’ve forwarded the slides onto the Advisors so they can start incorporating into their practice. Thank you so much!" As a former Advisor myself, you are trained with the notion to constantly ask for referrals and yet, after 15yrs in the business, I have not been able to find someone who does it with enough finesse to make themselves and their clients comfortable. Christine Briganti Advisor Manager - Northeast Region CUNA Mutual Group Helping financial advisors stay focused on what matters most to them. There's no secret to success. Just like winning an Olympic medal, succeeding as a financial advisor begins with a picture of the ideal outcome, an evaluation of where you're at presently, and a responsible plan monitored regularly to make sure you're on track to have the choices you want. I help financial advisors who are serious about their goals, want to achieve them as soon as possible, and are prepared to create and follow a realistic plan.