Client Success Story

Client Success Story

Fair warning: Soapbox Moment!

I got really excited to see this success story with a Client on the specific topic of insurance.

Specifically, auto/home/umbrella insurance coverages and massively increasing coverage while decreasing their premiums.

Key Takeaway

What are the key takeaways from this story? Namely, belief precedes receiving value! This is not the other way around.

You don’t say, “Show me the value, then I’ll believe.” No, no, no.

You Must First Believe

You first believe there is value in professional, fiduciary advice, and then you receive value that stems from the original belief.

Thank You

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

Watch the Video Below

You can watch the video below or click here to watch on my YouTube Channel.

Learn More

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (720) 710-0939 or kaleb@tentalentsfp.com.

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My Client are Eyeing Retirement Decisions

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website: www.tentalentsfp.com.