September | 2020 | Your Financial Plan-It

Is it time to make a change in your professional or business life?

David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business

In this episode, you will learn:

The types of businesses that Synergy Capital Solutions works with
What questions you need to ask yourself before starting your business
How the Synergy team can help with your exit strategy
And more!

Tune in to learn valuable information about starting your own, expanding, or exiting your business!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind.

In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.

In this episode, you will learn:

The role the service team plays in the office functions
How Synergy Capital Solutions creates a seamless experience between client and advisor
Who tracks and monitors your accounts on a regular basis
Why it’s important to have a trusted team on your side
And more!

From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into the office breakdown!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

Your Financial Plan-It

Monthly Archives: September 2020

Taking the Next Steps in Business — with Guest Daniel Alfredson

The Trusted Team