Meet AWAI-Trained Writer:

Professional Background:

Building a wealth management firm from scratch is no simple task. Starting with close to zero clients we grew to over $123 million in assets in less than eight years. Helping us get there was my ability to create marketing messages, client update reports, and sales presentations that covered the required topics in an easily understandable way. Tapping into my previous experience as a Wall Street investment banker and research salesman I began developing marketing materials and presentations out of necessity. However, instead of using technical Wall Street lingo I created material that anyone could understand. This helped create comfort for our clients. It prevented them from feeling embarrassed because they felt like they didn't understand the information I was sharing with them. Ultimately, this less intimidating approach made it easy for them to take action and use our services.