Prospective Client

[et_pb_section admin_label=”Section” fullwidth=”on” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off”][et_pb_fullwidth_header admin_label=”Fullwidth Header” title=”Prospective Clients” background_layout=”dark” text_orientation=”center” header_fullscreen=”off” header_scroll_down=”off” parallax=”off” parallax_method=”on” content_orientation=”center” image_orientation=”center” custom_button_one=”off” button_one_letter_spacing=”0″ button_one_use_icon=”default” button_one_icon_placement=”right” button_one_on_hover=”on” button_one_letter_spacing_hover=”0″ custom_button_two=”off” button_two_letter_spacing=”0″ button_two_use_icon=”default” button_two_icon_placement=”right” button_two_on_hover=”on” button_two_letter_spacing_hover=”0″ title_font=”|on||on|” title_font_size=”44px” background_color=”#c11f1f”] [/et_pb_fullwidth_header][/et_pb_section][et_pb_section admin_label=”section” fullwidth=”off” specialty=”off” background_color=”#2ea3f2″ inner_shadow=”off” parallax=”off” transparent_background=”off” allow_player_pause=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off”][et_pb_row admin_label=”row”][et_pb_column type=”1_2″][et_pb_text admin_label=”Text” background_layout=”dark” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

If I’m interested, what steps do I need to take?

[/et_pb_text][et_pb_blurb admin_label=”1″ title=”Step 1″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

Set up a 30 minutes conversation to make sure the relationship can be mutually beneficial.

[/et_pb_blurb][et_pb_code admin_label=”Code”]<script id=”setmore_script” type=”text/javascript” src=”https://my.setmore.com/js/iframe/setmore_iframe.js”></script><a id=”Setmore_button_iframe” style=”float:none” href=”https://my.setmore.com/shortBookingPage/539d81b2-0f34-41f4-a54d-3683e449fa37″><img border=”none” src=”https://my.setmore.com/images/bookappt/SetMore-book-button.png” alt=”Book an appointment with Adaptavant at Ascendas using SetMore” /></a>[/et_pb_code][et_pb_blurb admin_label=”2″ title=”Step 2″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

 

(Before the 30 minute meeting)

Fill out an online form.

[/et_pb_blurb][et_pb_image admin_label=”Image” src=”https://yaishfinancial.com/wp-content/uploads/2016/02/tax-468440_1920.jpg” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][et_pb_blurb admin_label=”5″ title=”Step 5″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

We send you a customized plan and recommendations.

[/et_pb_blurb][et_pb_blurb admin_label=”6″ title=”Step 6″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

Brief meeting to discuss how & what to implement.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″][et_pb_divider admin_label=”Divider” color=”#ffffff” show_divider=”off” divider_style=”solid” divider_position=”top” hide_on_mobile=”on”] [/et_pb_divider][et_pb_image admin_label=”Image” src=”https://yaishfinancial.com/wp-content/uploads/2016/02/business-15822_1920.jpg” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][et_pb_blurb admin_label=”3″ title=”Step 3″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

(After the introductory meeting, should we choose to proceed.)

Send statements and financial data via a secure method & fill out an online questionnaire. 

[/et_pb_blurb][et_pb_blurb admin_label=”4″ title=”Step 4″ url_new_window=”off” use_icon=”on” font_icon=”” icon_color=”#ffffff” use_circle=”off” circle_color=”#2caaca” use_circle_border=”off” circle_border_color=”#2caaca” icon_placement=”left” animation=”right” background_layout=”dark” text_orientation=”left” use_icon_font_size=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” header_font=”|on|||”]

Schedule a formal meeting.

[/et_pb_blurb][et_pb_code admin_label=”Code”]<script id=”setmore_script” type=”text/javascript” src=”https://my.setmore.com/js/iframe/setmore_iframe.js”></script><a id=”Setmore_button_iframe” style=”float:none” href=”https://my.setmore.com/shortBookingPage/539d81b2-0f34-41f4-a54d-3683e449fa37″><img border=”none” src=”https://my.setmore.com/images/bookappt/SetMore-book-button.png” alt=”Book an appointment with Adaptavant at Ascendas using SetMore” /></a>[/et_pb_code][et_pb_image admin_label=”Image” src=”https://yaishfinancial.com/wp-content/uploads/2016/02/startup-594090_1920.jpg” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section admin_label=”section” transparent_background=”off” background_color=”#edad17″ allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” module_id=”onlineform”][et_pb_row admin_label=”row” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” column_padding_mobile=”on”][et_pb_column type=”4_4″][et_pb_code admin_label=”Code”]<iframe src=”https://docs.google.com/a/yaishfinancial.com/forms/d/1FsJrVxop2E3radYpB23Y0B2dJOzsGJQ4b1jP2PWadR8/viewform?embedded=true” width=”1100″ height=”500″ frameborder=”0″ marginheight=”0″ marginwidth=”0″>Loading…</iframe>[/et_pb_code][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section admin_label=”section” global_module=”1181″ fullwidth=”off” background_color=”#ffffff” inner_shadow=”off” parallax=”off” transparent_background=”off” allow_player_pause=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off”][et_pb_row global_parent=”1181″ admin_label=”row”][et_pb_column type=”1_3″][et_pb_text global_parent=”1181″ admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Connect With Us

Email Ronn@YaishFinancial.com

Phone 917-974-1590

 

 

[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″][et_pb_text global_parent=”1181″ admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Information

Private Policy

Disclosures

ADV Part 2A

 

[button link=”https://www.wealthadviseralliance.com/questionnaire/Yaish/Client” type=”big” color=”green” newwindow=”yes”] Risk Tolerance Questionnaire[/button]

(By clicking the Risk Tolerance Questionnaire you will be taken to another website)

[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″][et_pb_text global_parent=”1181″ admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Our Locations:

1) Location Independent:

Virtual meetings available with clients in any of the United States.

Phone, Skype, Face Time or Google Hangout are preferred virtual means of communication.

2) Client’s Office or Home

3) Physical Address-

83 Lee Place, Suite 201

Bergenfield, New Jersey 07621

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]

Direct Your Visitors to a Clear Action at the Bottom of the Page