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Post-Investment Meeting

Objective:  Get a better understanding if we should both be working together. 

Process 1

Step 1:  

Email Template 1 to Send Investment Meeting Follow up 

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  • Send follow up email within 24 hours of the Investment meeting. Schedule & confirm the Mutual Commitment Meeting  

Resources

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Template 1: Post Investment Meeting Follow Up

Boston, MA:

636 Great Road,

Stow, MA 01775

 

Las Vegas, NV:

1180 N. Town Center Dr., Suite 100 
Las Vegas, NV 89144

 

Corporate Office - 

Los Angeles, CA:
6200 Canoga Ave., Suite 202

Woodland Hills, CA 91367

 

info@premierwealthcoach.com

Tel. 818-888-4646

Fax. 818-888-4647

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Advisory services offered through Premier Wealth Advisors, Inc., a Registered Investment Advisor.

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As of 7/22/22

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This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Premier Wealth Advisors, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

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