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Vanguards - Trust Stacking

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1 contribution to Vanguards - Trust Stacking
Glad to be here….
Hi, my name is Mike Fry. I’m from Naperville, Illinois, a suburb of Chicago, and my company is RWC For Life & Steward Financial Services. We’re in the retirement design & planning niche. I want to get these things from Vanguard: 1. Rather than just buying leads or FB marketing, I am looking to develop my relationship marketing to help people with my company best aligns. 2. Less stress - more fun with my business. 3. Build a long-term client acquisition system to remove the stress of marketing and finding that next client. For fun, I like to: 1. Travel with my family, do weekend driving trips, and relax on the beach. 2. Work with stained glass. 3. Honestly, I like working in my business and creating new ways of helping my clients (I'm a bit of a nerd 🙄).
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New comment Nov '23
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Michael Fry
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4points to level up
@michael-fry-8597
I love what I do as a fiduciary financial advisor, with thirty years of experience. ✅ Helping clients design a confident retirement plan ✅ BRI

Active 39d ago
Joined Nov 20, 2023
Chicagoland
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