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  • Writer's pictureJonathan Vogel

Can you keep a secret?

Can you keep a secret?

Here’s one for you…

I have a big problem with many aspects of the financial services industry.

I cringe at the thought of people lumping me into the same category as this guy...

So why would I own a business in this industry if I dislike so much about it?

Because I love helping people become successful and I believe in how the industry can positively improve their lives in very significant ways.

I also believe they need a guide to help them navigate the financial forest and battle the big giants that come lumbering down Wall Street.

Your finances are one of the most important and consistent parts of your life, yet they are often the most misunderstood or neglected.

And no one likes trying to figure this stuff out alone.

WHAT our industry can DO, is pivotal for the wellbeing of humanity.

We can protect and preserve your livelihood or businesses so that you can focus on building what many people in the world can only dream of.

But HOW financial professionals do it is what grinds my gears.

What do I mean?

You might invest your time, money or trust into someone, and in return get unanswered emails, calls or texts.

- You’re NOT just a number on a spreadsheet at a major corporation.

- You’re NOT a just a commission or dollar sign

- You’re NOT a just another account holder calling a 1-800 #

You’re more than that and you deserve better.

If you’ve ever worked with a financial professional – you may have noticed that what you GET and what you EXPECTED TO GET are often two very different things.

We're fixing the “services” part of “Financial Services.”

So why do so many financial professionals miss the mark?

And what does Trailblazer Financial Planning do differently?

We call it the P3 Method and it’s the proprietary way we help our clients become successful.

Call it our… “secret sauce.”

What are the ingredients?

Over the next few weeks, I’ll unveil each of the 3 P’s for you and unpack the methodology and secrets that we’ve founded our practice on.

If you made it this far into the email then you’ve given us your attention, and we’re grateful for that.

We promise to continue providing relevant and valuable content to you.

I’m excited to tell you about the 3 P’s and how I think they can help us map out your path to financial success.

But if you're impatient like me, I’m happy to spoil the surprise on a short call.

Book a call with me here.


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