Jan 20 2022
Transitioning from salesperson to trusted CFO
For his high-income clients who often spend more than they make, Troy Collins, a Top of the Table member, works with them to reach their financial goals. In doing so, he acts like their chief financial officer as he lowers their taxes and debt as well as demonstrates to them how their lifestyle choices impact their long-term financial goals. To his clients, Collins is a trusted advisor not a salesman of financial or insurance products.
By Troy A. Collins, ADFP