Wealth advisor, Scott Jacobs, discusses how he handles difficult conversations with potential clients who are not that keen on paying his fee.
Scott Jacobs is a Wealth Advisor with Werba Rubin Papier, whose team practices comprehensive, holistic financial planning and asset management. As "The Man With The Plan", Scott can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. He will tell a few very personal client success stories.
www.wrpwealth.com/
Email: sjacobs@wrpwealth.com
Phone: (W) 408-201-9570 C- 415-902-5258
Sign up for one of our negotiation courses at ShikinaNegotiationAcademy.com
Thanks for listening to Negotiation with Alice! Please subscribe and connect with us on LinkedIn and Instagram!
Wealth advisor, Scott Jacobs, discusses how he handles difficult conversations with potential clients who are not that keen on paying his fee.
Scott Jacobs is a Wealth Advisor with Werba Rubin Papier, whose team practices comprehensive, holistic financial planning and asset management. As "The Man With The Plan", Scott can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. He will tell a few very personal client success stories.
www.wrpwealth.com/
Email: sjacobs@wrpwealth.com
Phone: (W) 408-201-9570 C- 415-902-5258
Sign up for one of our negotiation courses at ShikinaNegotiationAcademy.com
Thanks for listening to Negotiation with Alice! Please subscribe and connect with us on LinkedIn and Instagram!