Transcript of video:
Hi, I’m Kurt Pearson from Compass Financial. I have the unique privilege of leading our Compass team, a group of 8 professionals right here in the Des Moines area.
We’re hoping these brief videos will be a way for us to give us a chance to give you some updates about Compass, offer a financial planning tip or two, and generally stay connected with you and your family.
The summer of 2014 is almost over, and as we evaluate our business, we notice that we’ve had some growth of new clients. And most of those new clients are coming from referrals from other clients like yourself. Thank you for that.
If you’re not a client yet, we’d love to have that conversation with you at your convenience.
Well, we want to thank you for your business. We look forward to seeing you soon, and we’re wishing you and yours the very best.