Valerie

About Valerie Plewak

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So far Valerie Plewak has created 44 entries.

How Do You Answer the Question, “What do you do?”

One of the most important questions you will ever be asked is “What do you do?” And hopefully your answer prompts a second question, “How do you do that?”​​​​​​

Remember a strong introduction helps capture the attention of […]

May 7th, 2019|News & Events|

How to answer the question, Why haven’t I heard this before?

Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, they ask: “you know that sounds good; but why haven’t I ever heard of this before?”​​​

​​​​​​​One way to […]

April 1st, 2019|News & Events|

5 Reasons why a QP might not be a good account to have in retirement

Many financial advisors encourage their saver clients to contribute to their company’s qualified plan, at least enough to receive the company match. Which is hard to argue any differently; that company match is free money so why […]

March 6th, 2019|News & Events|

Circle of Wealth® NextGen Just Released to Members

After two years of planning and development, we’re proud to release the first version of the completely new system that will move us forward.   With a fresh look and feel, and all of the presentations you’ve come […]

February 18th, 2019|News & Events|

Clients say, its easy to follow, made perfect sense, & made the conversation around money enjoyable

I wanted to let you know that since COW College I’ve had several meetings all using the COW tools. At the end of my meetings I asked my prospects and clients (I did some reviews) what they thought about […]

January 11th, 2019|Testimonials|