Introductions

Question 1

Social setting

Answer 1

I manage the wealth of a few families in the Boston area, but you don’t want to talk about that right now? What brings you here? Is this one of your passions? Do you have a child on the team?

Question 2

Reduce stress/support longevity

Answer 2

I help families manage their wealth to help reduce stress and support longevity. But let’s not talk about that now, do you have a passion for this cause?

Question 3

Minimize stress

Answer 3

We help minimize the stress of managing wealth

Question 4

Planning for the future

Answer 4

We help make planning for the future easier by

Question 5

Cold calling at night

Answer 5

Hi my name is Patrick and I’m working late tonight at Merrill Lynch on some exciting new strategies for our clients