Clients looking for a smart, hardworking financial planner in Upland will find him right here.
I thought my Realtor associates were clever with their marketing and branding, but this is the best business card I’ve seen!
I met Josiah Salser because he was doing some research on Reverse Mortgages in order to help guide his clients on the mortgage structuring part of their financial picture. He found me through my AR “Outside Blog” and also on LinkedIn. Being the proactive sort of guy that he is, he contaced me through LinkedIn, and we wound up setting up a face to face meeting at a local Starbucks. When I asked for his business card he handed me this:
It looks just like a miniature manila file folder and I thought it was brilliant! We spent the better part of two hours discussing multiple ways that we each try to help our clients navigate retirement. I work with clients who are of retirement age. Josiah works with clients of all ages and specifically likes to help business owners of small to medium companies provide plans and solutions for themselves and their employees. Those planning ahead, those navigating the current retirement waters, and those already retired who are overdue.
I enjoyed meeting Josiah today and his business card was so novel, that I know I’ll never forget him! What does your business card say about you?
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