What An Advisor Meeting Should Be!

For most, taking that important first life altering step, visiting with a properly
licensed financial professional to formally plan for a secure financial future,
should be and often is a very exciting and pleasurable experience.

Unfortunately sometimes, this is just not the case and we have found this,
far to often, to be true. For some, simply meeting with an advisor for the
first time will cause some anxiety. For others, who have already been in a
long standing relationship with their current advisor, having concerns about
how their portfolio has been performing and seeking a review with another
advisor, hoping to be assured they are still on the right track. Or worse yet,
the new client who has been totally ignored by some commissioned broker
after the quick sale! These and many other negative situations often create
a tremendous amount of emotional pain and/or an incredible level of stress.

Rest assured, there is no need for you to be concerned with these issues.
We have effectively eliminated the number one reason for all this anxiety.
"Being pressured by a pushy salesman to make a quick decision!"You see, E S Yetman Advisors has put in place a firm, unbreakable rule
and continue to live by it everyday.

   "No One Can Become A Client With Us In A First Meeting!"

Our first meeting, "The Assessment Meeting" is designed to be nothing
more than time to get to know one another. It will be kept light and will take
about thirty or forty five minutes to complete.

We will share with you, who we are, a bit of our investment philosophy and
explain how we work. We will also be asking you a series of general
questions and please understand with our fiduciary responsibility to you,
only those necessary to determine if a professional relationship with you,
would be of value to you, benefit your investment strategy and/or planning
goals and most importantly, be in "your best interest".

If after this assessment, we feel we could in fact be of value to you, it will
then be entirely up to you, to decide for yourself, if you feel we are the type
of firm you would feel comfortable working with.

If mutually agreed, we will then be able to schedule a second meeting.
If not, that will be perfectly fine as well. We will thank you for visiting with us
and simply part ways, happy we were able to make some new friends.

If the decision is a second meeting is in order...
You will then be asked to provide to our office additional, more specific
information prior to our next meeting. This will allow for a more in depth
review of your situation and to time to formulate our preliminary conceptual
recommendations.

If during "The Recommendations Meeting", you like what you hear, you
may at this point, simply hire us and we can then move forward together!

As you can see, we have made the entire process as painless as possible and believe, it should be!

http://www.esyetman.com/