Our Clients About 20 years ago, Bruno Giordano went to a three day seminar provided by a nationally known marketing guru to see if he could improve Dorset's marketing practices. One of the things he recommended Bruno do, was to take his top 20 clients out to breakfast or lunch individually and ask them ten questions he provided. He asserted that the answers to those questions would give Bruno the ground-work for his marketing plan. Bruno took sixteen to breakfast or lunch and then stopped, because they all gave virtually the same answers. Three of those questions were: • Why did you pick me in the first place? • Are you satisfied with our investment services? • Why have you stayed with me all this time? Bruno learned from responses to these questions over the years and has reinforced in spades, is that people generally want: • to work with someone who they believe will do what's best for them. • help in managing their financial affairs • to understand and be satisfied with their financial advisor's approach to investing. If that list describes you, then you may be an ideal fit for our services and we look forward to working with you. Click here to schedule a free consultation. * Securities offered through Sorrento Pacific Financial, LLC Member FINRA / SIPC Office of Supervisory Jurisdiction: 10455 Sorrento Valley Road, Suite 101 · San Diego, CA 92121 Investment Advisory Services provided through Partnervest Advisory Services, LLC. A registered Investment Advisor Insurance services provided through Partnervest Insurance Services, LLC