Welcome to Your Virtual Holland Financial!
We are always available by phone or in person to answer any questions you may have, but we have also created our virtual firm to assist you during non-business hours.
We ♥ Referrals!
We feel passionately about what we do so of course we are eager to spread the word! And who better to serve as our advocates then you our valued client. Now that you have experienced first hand our professionalism, honesty, integrity, and thoroughness, you may be wandering how you can teach your friends and family more about Holland Financial. Below you will find five easy ways for how you can tell our story to those in your life who would benefit from the type of services we provide.
Please call our office and ask to speak with Ellen Edmonds, Vice President of Marketing, to learn more about these referral opportunities. Thank you for joining our Holland Financial family! We look forward to a long and happy relationship with you!
Private Client Event
A Private Client Event, or “PCE” as we like to call it, is a pressure-free and enjoyable way for you to introduce your friends or family to your adviser. These events can take many forms such as dinner parties or luncheons, the choice is completely yours. You decide and we do the rest!
Speaking Engagements
Do you belong to a group or organization who meets regularly? Does your group often have guest speakers are your meetings? If so a Speaking Engagement is the perfect way to introduce Holland Financial to those individuals. David Holland is available to speak on a wide variety of topics and can customize his presentation to your organization’s needs. A Speaking Engagement is a perfect way to show off your adviser’s smarts!
Educational Resources
We strongly believe in continuing education and wish to offer similar resources to those who would like to learn more about financial planning. Our library contains complimentary educational DVDs, articles, and a weekly newsletter; all available to help anyone better understand a variety of financial topics.
Book Excerpts and Vouchers
Our book excerpts are a great way to give your friend or family member a preview of David’s new book, Confessions of a Financial Planner: Secrets to a Secure Retirement. Inside the excerpt we will include information on how they can obtain a FREE, signed copy of the full book. They won’t believe how easy it is!
And of course don’t forget to listen to David’s show, Real Money Radio on WELE 1380 AM or catch us on the web at www.RealMoneyRadio.com.
Look for us on Twitter and Facebook!
Fidelity Account Access
Feedback welcome
Your opinion is always important to us! We hope to always provide outstanding service to you but we realize there is room for improvement. Our survey is available for you to share your thoughts and feedback at any time. Of course, if you have a pressing concern, or wish to speak with us directly, you can always call our office.
