If you're already a client of The Financial Zen Group, you know our client service model is a well-oiled machine (based on your feedback, not my crossed fingers). With our current clients enjoying the fruits of our labor (and technology), it's time to grow.
Our 2019 goal is to double our client base from 33 to 66. Adding that many new clients will require a lot of work. An endeavor that a one-man show cannot achieve.
Taylor's been working behind the scenes for the last 12 months. She's been helping manage our weekly blog, ensuring that it goes out on time and looks pretty.
Moving forward, she'll take on a more active role preparing for and following up from our Quarterly appointments, drafting meeting notes and sending follow up emails. She'll also be managing your Financial Zen Monthly Reminders. And that's just the start.
With Taylor on board we can continue to service our clients at nosebleed high-levels, while adding time to my schedule to grow the business.
Taylor's been working in the financial planning industry since graduating in 2017, so she knows a thing or two about the business. She graduated from the University of Akron in 2017 with a Bachelor of Business Administration in International Business. She's a big-time traveler and like me, loves a good cup of coffee. If you want to say hi email her at firstname.lastname@example.org .
P.S. If you're already in the Financial Zen Club and think your friends should join too, we're looking for young families. And since we don't charge our clients like other financial advisors, we don't care how much money they have or don't have. We only care that they want to make their family as financially healthy as possible.
DISCLAIMER: This publication is for educational purposes only and should not be considered financial, tax or legal advice. These statements have been simplified for illustration purposes. Consult your financial planner or tax advisor for help with your specific situation.