top of page

First Meeting: What to Expect

Writer's picture: Convergent Financial GroupConvergent Financial Group

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give you my best sales pitch, something akin to a high pressure timeshare salesman. Meanwhile, you're sitting there desperately trying to come up with an excuse to escape. I promise, it's nothing at all like that... watch this video and see.





Stay tuned for future videos where we go a little deeper into the topics I mentioned in the video.


If you're ready to schedule your intro meeting with me, you can do that here.









Convergent Financial Group 2024 All rights reserved.

CONVERGENT FINANCIAL GROUP

is proud to have been highly rated and voted among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

3850 Bessemer Road
Mount Pleasant, SC 29466
(843) 972-4402

email button
call button
  • Convergent Financial Group on Google Maps
  • Convergent Financial Group on Yelp
  • Convergent Financial Group on Nextdoor
  • Convergent Financial Group on LinkedIn
  • Convergent Financial Group on YouTube
bottom of page