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Support
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Why Skylight Financial Group?
Read what our planners
have to say about the support they receive from the firm. |
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Name: John Blatt, CLU, CFBS, CLTC
Position: Financial Planner
Joined Skylight: 1982
Industry Experience: 34 Years
“Being associated with Skylight gives me the confidence I need to compete in today’s financial services market place. Skylight has the resources and specialists in house that I need to succeed. Additionally, the existing relationships we have with outside alliances ensure my clients will receive objective advice and feedback during the ongoing planning process.”
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Name: Bernie Garrah, ChFC®, CLU,
Special Care Planner
Position: Financial Planner, Special Care
Planner
Joined Skylight: 2001 Industry
Experience: 14 Years
“The recommended training sessions I attended for Sandler have
been extremely helpful for me. It has helped me become better
at reading/understanding people’s buying processes, getting to
the “truth” of a client and prospect’s issues, disqualifying
prospects, increasing my hold and implementation ratios, as well
as creating systems that my staff and I can utilize to become
more effective. My coaching sessions with Paul
Fox have helped
me focus on my vision of what I want the Michael
Carter Group to look like in 5, 10 and 20 years. He has helped me work on
my business vs. always in my business. While I don’t attend all
the training sessions, I find that when I do, I always learn
something that could help me with some case I’m working on or
provide me an idea to bring to a client that I may have missed
in the past.”
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Name: Amie Palffy, CFP®, ChFC®,
CLTC
Position: Financial Planner/Sales Manager
Joined Skylight: 2004 Industry
Experience: 9 Years
“What I like most about Skylight is the unlimited possibilities
presented to me daily to build a successful business. It starts
with great leadership at the top and is reflected at every level
of the organization. The pace here is exciting and we do important
work. With the resources provided by Skylight and the team of
people committed to the same standard of quality, there is nothing
that keeps me from achieving my goals.”
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Name: Christopher Perme,
CLTC
Position: Financial Planner
Joined Skylight: 2000 Industry
Experience: 21 Years
“In 2000, after 11 years with a major financial planning organization,
I chose to make a change in the organization with whom I affiliated.
That change, and the impact it has had on my business and personal
life has been remarkable. Not only have I continued to grow and
develop as an individual, I have evolved from a “product salesperson”
to a “business owner”. In large part, because of the training,
support, and personal attention I receive from our president,
Paul Fox, and the entire Skylight Financial Group, I am well
on my way to executing a business plan that will help me reach
the goals and objectives I have set for my family, myself, and
my practice. I whole-heartedly believe that this organization,
its culture, and the support I receive from the Skylight Management
Team will help me achieve the vision I have for the Perme
Financial Group.”
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Name: Christopher Reinke
Position: Financial Planner
Joined Skylight: 2006
Industry Experience: 4 Years
“I could not ask for more effective support from the Skylight
Financial team. Their dedication to my success has been essential
in the growth of my practice. General Agent Paul
Fox has superior
insight to this industry, and his coaching has helped me tremendously.
The marketing support is like having a full time marketing staff
at no cost. The bottom line is I could not have made a better
choice than joining Skylight Financial. I am certain I will finish
my career with Skylight.”
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Securities, investment advisory and financial planning services through qualified registered representative of MML Investors Services, LLC.
Member SIPC. www.sipc.org. Supervisory Office: 1660 W. 2nd Street, Suite 850 Cleveland, OH 44113. 216.621.5680 CRN201301-143027 |
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