The May issue of The Gerritz Letter has been published. It should be in your email inbox now.
Our main source of new business comes from referrals. A good way to introduce a good friend to us is to forward the GWM newsletter to them or simple suggest they visit the GWM website.
The majority of my time is now spent managing client portfolios and monitoring the market. Most other advisors in the business spend the majority of their time finding new clients.
I truly appreciate those that have referred their friends and associates to us. Thank you very much.
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