Posts Tagged: Estate Planning

As I think of the words/characteristics that describe you the following come to mind (in random order): loyal, honest, knowledgeable, curious, organized, growing (making progress), integrity, entrepreneurial

I can count on you to give me honest feedback.  I can count on you to count on me… it makes me better! I can count on you to be open and honest. I can count on your friendship.

But what I really think makes you unique is your ability to understand and bring together a “team”. Not just your inside team (Cathie and Linda) but the team outside of your organization. I think the “real” name of your firm is “TEAM AEG” With the tag line of “providing clarity, confidence and capability in 20% of the time”

~ Industry Peer

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“Integrity without knowledge is weak and useless.  Knowledge without integrity is dangerous and dreadful.” ~ Samuel Johnson

 An essential quality of an outstanding advisor. To hear more on this quote Please listen to my recording about “The Ethics of Making Professional Referrals”

Click this link  Al Gibbons Recording!

Albert E. Gibbons

1288 Valley Forge Road, #53

Phoenixville, PA 19460

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HAVE YOU EVER BEEN UNSURE OR CONFUSED ABOUT GIVING OR RECEIVING A REFERRAL?

Please listen to my recording on the article that I published, “The Ethics of Making Professional Referrals”.

The question here is: On what basis and using what criteria…  should a professional refer other professionals.

AEG Financial Services