Client Focused Advisors was recently featured in an article on Market Watch! The piece highlights some of the distinctive features that sets Client Focused Advisors apart from the rest. Here is a snippet from the article regarding our process:
“The Client Focused Advisors team uses a recipe for client satisfaction focusing on educating, communicating, and engaging with business owners utilizing a proven and proprietary six-step process:
- Project goals
- Appraise assets
- Gap analysis
- Provide options
- Monitor & adjust”
Please visit Market Watch here to read the rest of the piece!