Last week at QLC we hired a new Associate Financial Advisor, Alison Davis.
Alison has a wealth of experience in managing an office and customer service. She will be shadowing Brendan while learning about the personal and small business planning concepts Quantum leap Capital employs with our clients. We are very excited to have her with us and for this next phase of growth in our little firm
In time this will enable us to provide service to a higher number of clients. So keep your referrals coming.
Our business plan calls for me to do less and less of the computery, paper worky stuff, and more of the case analysis, advisory stuff. Because that’s what I do best, it’s what our clients need most, what separates us from the hordes of other financial firms, and what drives profitability for us as a company.
I’m telling you this because I want you all to know that word about the unique work we do at QLC is being spread far and wide, and I am keenly aware that I have all of you to thank for that.
Your confidence in our advice and the introductions to those you care about it has inspired are the lifeblood of our business. And for this we are eternally grateful.
Welcome to the team, Alison! And many thanks to all of our devoted and loyal clients!