Wealth advisor, Scott Jacobs, discusses how he handles difficult conversations with potential clients who are not that keen on paying his fee.

Scott Jacobs is a Wealth Advisor with Werba Rubin Papier, whose team practices comprehensive, holistic financial planning and asset management. As "The Man With The Plan", Scott can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. He will tell a few very personal client success stories.

www.wrpwealth.com/
Email: sjacobs@wrpwealth.com
Phone: (W) 408-201-9570 C- 415-902-5258

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