Ross Pake - Tips For Developing Relationships With Clients

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Ross Pake Finance Professional Takes Objective
Approach
Ross Pake is an ethical financial professional
who takes an objective approach with every client
that he works with. He aims to always work in the
best interests of his clients, creating detailed
financial plans based around their personal
circumstances that help them to plan their
finances and ensure that they are able to recover
from debt or plan effectively for their future.
He makes use of more than thirty years of
experience in the industry to provide the best
possible service.
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Ross Pake Developing Client Relationships
As a Personal Financial Planner, Ross Pake
understands that the relationships who develops
with his clients are often as important as the
advice that he gives to them. He is an expert
when it comes to developing client relationships
and always works to provide the best possible
experience to every client that he works with. He
believes that in doing so he is able to increase
the level of trust that his clients have in his
service.
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Ross Pake Golf Enthusiast
In addition to working alongside his clients to
create solid financial plans for them to follow,
Ross Pake also enjoys spending time away from
work to enjoy a round of golf. He finds the
activity to be both challenging and relaxing,
which is ideal for those days where he feels that
the stress of his work is getting on top of him.
He aims to play a round of golf on each of the
top 100 golf course in the United States.
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Ross Pake Business Owner
Ross Pake established Legacy Wealth Management in
1993 with the aim of providing a top-quality
service to clients who needed help with their
financial planning. As a business owner, he is
aware of the challenges that come with growing a
company and has dedicated himself to building his
personal reputation, in addition to that of his
firm, so that his marketing efforts are more
effective and he can attract more clients who
could use his services He is an experienced
planner who has their best interests in mind.
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