Welcome to "Your Investment Partners" with Paul and Garrett. In today's solo episode, Garrett discusses what happens when a potential client reaches out to them for the first time. Reaching out to a new financial advisor can be intimidating, but their strong financial planning process and client-oriented approach make the process smooth and comfortable.

Key Points Covered:

• The importance of the introductory phone call in understanding client goals and histories.
• How the conversation during the phone call opens doors to know each other better and assess the right fit.
• The benefits of referring clients to other professionals when they need specific expertise outside their scope.
• Explaining their financial planning and investment management process to clients.
• How they charge and the incentives behind their fee structure.
• Understanding the urgency and timelines of clients' financial needs.
• The subsequent deep dive conversation and plan presentation that follows the introductory call.

This episode provides valuable insights into what potential clients can expect during the first call with "Your Investment Partners." Listeners will gain a clear understanding of how the firm operates, how their needs will be addressed, and the benefits of establishing a long-term relationship.

If you have any questions about the topics discussed or want to schedule an introductory call, feel free to reach out via phone or email.