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INTRODUCTION MEETING

Prospective clients will meet in-person with Jeremy Ellisor to share what they are looking for. Jeremy shares a demo of CFG solutions.

Meeting time: approx. 1 hour

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INTRODUCTION

VIDEO CALL

Prospective clients share what they are looking for and Jeremy shares his screen to demo solutions via video conference.

Video call time: approx. 1 hour

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INTRODUCTION

PHONE CALL

Prospective clients talk with Jeremy Ellisor to share what they're looking for.

Phone call time: approx. 30 minutes

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CLIENT

MEETING

 

Existing clients will meet in-person with Jeremy Ellisor.

 

Meeting time: approx. 1 hour

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CLIENT

VIDEO CALL

Existing clients meet with Jeremy Ellisor via video conference to discuss progress and any situation changes.

Video call time: approx. 1 hour

schedule a phone call Convergent Financial Group

CLIENT

PHONE CALL

Existing clients talk with Jeremy Ellisor via phone.

Phone call time: approx. 30-45 minutes