A note for those of you interested in speaking with our endorsed advisers.
We have a defined process in place for doing so:
indicate your interest by submitting the brief form here
have a quick chat with me to clarify your goals & priorities
be connected with the adviser of your choice
By following this process, you'll get better & swifter attention cutomized to your specific objectives. And it allows us to ensure things remain SEC-compliant. So please use it vs cold-calling the firms directly.
It took me a while to get through it because I was taking notes and doing ancillary reading along the way. THANK YOU SO MUCH. Watching for the follow up interview with these guys - can't wait !