Alterra Advisors

The Art of Giving a Good Referral

With a clear intent and a tactful approach, you can give a good referral to a friend or family member…stress-free!

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Are We a Fit? The Alterra Fit Interview

A first meeting – or “first date” – with a professional like a financial advisor can be uncomfortable. Believe it or not, it can feel just as uncomfortable for the professional. But it doesn’t have to be! Our Alterra Fit Interview creates an open, comfortable, productive first discussion and enables us to discover together if we’re a good fit and your best next steps – whether with or without us!

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