New Client On Ramp Welcome Video

Hello! _________ here, and on behalf of everyone at ______________, let me again welcome you to our family. We are excited that you have chosen to work with us.

We look forward to working together and getting to know you AND your dreams and goals. I wanted to take a few moments and let you know what you can expect from our team as we get started.

First, I want to assure you that we take a personal approach with each client. We will always take time to fully understand YOUR financial situation, YOUR concerns, YOUR constraints, and YOUR goals. We’ll never treat you like a commodity—we’ll treat you like a neighbor...a partner...like a member of the family. Although we have years of experience working with clients, it will never be about our agenda...but yours.

Over the next few weeks, you will start to hear from different members of our team. Our goal is not to inundate you with emails or phone calls but to make sure we have everything covered to start our journey together with excellence.  You can click the link below in this email and watch a video introduction of each member of our team so you can get to know them better and understand why they do what they do.

In closing, I want to thank you for choosing to work with us.  We are grateful for the confidence you have placed in our team and excited to get started.