• Jeremy Ellisor

First Meeting: What to Expect

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give you my best sales pitch, something akin to a high pressure timeshare salesman. Meanwhile, you're sitting there desperately trying to come up with an excuse to escape. I promise, it's nothing at all like that... watch this video and see.

Stay tuned for future videos where we go a little deeper into the topics I mentioned in the video.

If you're ready to schedule your intro meeting with me, you can do that here.


is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.


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