Hi my name is Garrett Francolini I’m the founder of Charles Armands. Charles Armands is a Virtual Insurance-Wealth Advisory firm. Previously I worked as an administrator and later managed the marketing department at Gulf Coast Wealth Advisory. Having found success in virtual appointments via direct to consumer marketing. It was time for me to buy in as a partner or branch off to pursue my own initiative. The latter of which ended up happening. This is the first entirely virtual attempt of a wirehouse. To compete with the likes of Edward Jones and Ameriprise. Will start with one advisor working out of Sarasota FL. Optimizing marketing, pay scale and business plan accordingly. After we reach scale as a silo practice we will begin adding advisors accordingly. This will be done virtually and nationally to source the best prospective talent. Will be able to onboard, train and optimize more efficiently. With set overhead expenses only consisting of their set interim salary. The data set we build, direct to consumer marketing done entirely in house and extreme cost saving measures is our internal edge. Furthermore, our process will save our clients time, offer more consistent services and monetary savings. Execution in the beginning is paramount, but with the experience I’ve garnered and team of advisors we have in place; I ask for your vote of confidence. Thank you and have a good day.
Ready to Ask For Funding for your company?
Post a Funding Request