Financial Planner and Investment Advisor serving Mount Pleasant, SC and beyond
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
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
INTRODUCTION
PHONE CALL
Prospective clients talk with Jeremy Ellisor to share what they're looking for.
Phone call time: approx. 30 minutes
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
CLIENT
PHONE CALL
Existing clients talk with Jeremy Ellisor via phone.
Phone call time: approx. 30-45 minutes
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