#1. Vision Hi, my name is Brandon Clark, I'm from Orange County, CA and my company is The Clark Group Asset Management. We work primarily with executives, engineers, and small business owners to help them plan for retirement and feel secure about their investment portfolio. I enjoy playing tennis, playing poker, and reading. 1) My goal is to create a successful sales process and marketing campaign to generate new clients. 2) I want new clients who love working with us, and we love working with them. 3) I want to build relationships with our ideal type of client, generate more financial plans, and increase our AUM.