Cooper
What is the background on how the client was introduced to our firm?
A referral to me from one of my existing clients.
Who all was involved in the case from start to finish (Balefire team members and outside advisors if applicable)?
What were their roles?
Planning team and also brought Ryan Smeltzer to work on the investment piece.
What problems did we help the client solve?
Estate and wealth transfer planning.
What was the total revenue generated from this case?
$75,000 planning fee plus $175k life insurance commission.