Clients
Q. WHAT CAN I EXPECT AT MY FIRST MEETING WITH TRUENORTH FINANCIAL SOLUTIONS?
A. Your first meeting will be a confidential and comfortable conversation aimed to access where you are in your journey, and what financial aspirations you have. We typically arrive with only a yellow pad, pen and some thoughtful open-ended questions designed to facilitate a deep-dive discovery of your life, your needs, your goals and your dreams. We explore decisions made to date, planning that has taken place and the beliefs that have guided this planning. The result: a complete picture that shapes a holistic strategy for charting your TrueNorth.
Q. WHAT ARE TRUENORTH'S ACCREDITATIONS?
A. In addition to an industry-leading average tenure, TrueNorth is proud to celebrate multiple MDRT advisors. Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 62,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 69 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Q. WHAT IS AN INSURANCE-BASED ADVISORY FIRM?
A. At TrueNorth we lead with comprehensive risk analysis to make sure assets and cash flow are first protected, then – and often concurrently – discuss investment options and strategic planning to achieve lifestyle and long-term goals.
Q. HOW DOES TRUENORTH STAND OUT IN THE COMMUNITY?
A. TrueNorth is founded upon the charitable, civic and social commitment inside us all. Long before purpose-driven businesses became popular (approximately 30 years ago), founder John Blumberg and his family declared their satisfaction in helping those in need, recognizing those marginalized and saluting our first responders and service people. It’s in our fabric as financial professionals, and evidenced by the myriad of events and opportunities all members of the team support individually and in groups.
Advisors
Q. WHY TRUENORTH?
A. Simply put - why not?! With a weekly calendar of top faculty and curriculum to help you get and stay sharp - agents are matched with appropriate mentors so they may benefit from collaborative team huddles. This structure promotes growth and provides clients with a wealth of knowledge and experience – beyond book study or trial by fire. TrueNorth walks the life-work balance talk, and we lead by example when it comes to managing the “real” goals of building successful communities and families, while satisfying lifestyles. We encourage our team to embrace their unique passions and keep their sights on their own TrueNorth.
Q. HOW DO TRUENORTH AGENTS SOURCE LEADS?
A. We wear a proud badge of honor that the vast majority of our clients have arrived with us by way of referral. It has been proven to be a more loyal, rewarding, and lasting client mix versus old-school cold calling generic leads. That said, we partner with agents on proven seminars, roadshows, and trade group memberships when aligned with our relations-building process.
Q. WHAT IS THE OFFICE ENVIRONMENT LIKE AT TRUENORTH?
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