Broker Check

Before Your Meeting

| April 05, 2017
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Our goal when we meet is to determine if there is a fit between what you are looking for and the services we provide. In order to make the best use of our time, please  use the resources below to help prepare.

Prior to your initial meeting with us, please click below for our introductory podcast and video, and click here for your risk analysis.

We also have our Peak Client Information Form, which can assist you in gathering the information we will need. 

Click Here to Listen to the audio podcast or click the below to watch the video version.

http://peakwm.com/podcast/peakpodcastbeforeyourmeeting.mp3

 

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