Apriem’s Vice President of Wealth Management, Landon Yoshida, CRPC®, AIF®, was interviewed by Chris Latham, Managing Editor of Wealth Solutions Report. Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis, and commentary on the most relevant issues that are shaping the future of wealth management. In the piece, Landon describes how he cultivated this client niche in the oil and gas sector. Here’s an excerpt from the article:
I thought about what I would like to see a financial advisor do for my own family. What would be a difference I could offer? How would I stand apart from competitors? I decided to offer to meet them at their home and make house calls. It would save them time rather than driving to my office. With the information I would need to gather, most of those documents should be with them at home.
Click the link here to read the article.
Disclosure: Apriem Advisors is not affiliated with this organization. Their company name, logos, their staff and representatives do not imply endorsement for Apriem Advisors. Apriem Advisors and staff did not pay a fee to be featured in the article.