Meet George: Investor Ready Case Study

Client Bio and Overview:

George is a Texas based accountant.


Scenario Faced:

Even though he is an accountant, and has significant knowledge related to stock market investments, he wanted just a little more information pertaining to stock market education.


Solution that We Used to Solve the Scenario:

  • He invested in one-on-one coaching, which focused on his specific investment needs and goals.
  • He used the unlimited email support, service.


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