Home Gil Martinez

Offer to introduce the child to investing or help the family manage

  • October 15, 2018 October 15, 2018
  • 16:40

Helping a client whose spouse lost a large sum

  • June 18, 2018 September 9, 2018
  • 00:00

In the first 10 minutes of a meeting, your client says: “Now that the kids are grown up, no one goes to our cabin anymore."

  • May 11, 2018 September 7, 2018
  • 00:00

In the first 10 minutes of a meeting, your client says: “Do you remember my granddaughter Emma? She bought her own place!"

  • April 13, 2018 September 7, 2018
  • 00:00

Advice for the first 10 minutes of a meeting

  • March 16, 2018 September 7, 2018
  • 00:00

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

  • February 17, 2018 October 25, 2018
  • 00:12

In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."

  • January 25, 2018 September 7, 2018
  • 00:11

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Ask your client about her trip, whether the colour was at its peak and why her B&B […]

  • November 17, 2017 August 21, 2018
  • 11:10

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting married next year! At that moment Congratulate your client and ask if the son and his partner have set a date. Ask if they have family traditions and what the […]

  • October 13, 2017 August 21, 2018
  • 00:03

In the first 10 minutes of a meeting, your client says: “I’ve been gardening. I make and can my own dilly beans, and they’re so good my friends say I should sell them.” At that moment Ask your client what else she is planting and how she preserves her harvest. Get more details about the […]

  • May 12, 2017 August 21, 2018
  • 00:09