CONSULTANT REFERRAL GUIDE for Sage Investment Group
Consultant's Name:
Scott Burch
Company Name:
Sage Investment Group
Work Phone:
626-412-7685
Mobile Phone:
626-840-1111
Email Address:
scott@sageinvestmentgroup.com
Website:
www.sageinvestmentgroup.com
LinkedIn Profile:
https://www.linkedin.com/in/scott-w-burch/
Years’ Experience in this Field:
29
Physical Location:
Category (HR, IT, Marketing, Etc.):
Key Employee Retention, Business Owner & High Income Retirement Planning
Specialties:
Sage Investment Group
* Key Employee Retention
* Retirement Planning for Business Owners and High Income Indeviduals
* No-Collateral Premium Financing
Geography effectively Covered:
Southern California
Business Types Served:
Small businesses/professional organizations/medical groups
What conditions would be present within an organization that would warrant your solution?
A business owner who is concerned about losing key employees to headhunters – we can prevent that. And business owners who would like to learn how to accelerate their own retirement through leverage and tax-free income. Our free consultation is well worth the time investment.
What is your competitive advantage?
Creative, problem solving and outside of the box, different thinking; Non-traditional.
What is your “Mission Statement”?
We understand that you are the master of your fate, the captain of your soul – and we will help you achieve whatever matters to you, any way we can. Whatever matters to you, matters to us.
Thinking of me as a potential client, in 1, 2 or 3 sentences tell me why I should engage your services:
Bottom line- because you will be introduced to ideas and strategies that you have likely never heard of, which will help you accomplish things you never knew you could accomplish.
CEBRS wants to actively promote your company with a compelling story. What is your story?
I worked my way up and through a corporation by sheer effort and determination and getting the most out of my team in a genuine and positive manner.
What size engagements can you handle? (What are your limitations?)
Any size business, with no limitations.
References:
Available upon request.
Scott Burch
Company Name:
Sage Investment Group
Work Phone:
626-412-7685
Mobile Phone:
626-840-1111
Email Address:
scott@sageinvestmentgroup.com
Website:
www.sageinvestmentgroup.com
LinkedIn Profile:
https://www.linkedin.com/in/scott-w-burch/
Years’ Experience in this Field:
29
Physical Location:
- Pasadena, CA
Category (HR, IT, Marketing, Etc.):
Key Employee Retention, Business Owner & High Income Retirement Planning
Specialties:
Sage Investment Group
* Key Employee Retention
* Retirement Planning for Business Owners and High Income Indeviduals
* No-Collateral Premium Financing
Geography effectively Covered:
Southern California
Business Types Served:
Small businesses/professional organizations/medical groups
What conditions would be present within an organization that would warrant your solution?
A business owner who is concerned about losing key employees to headhunters – we can prevent that. And business owners who would like to learn how to accelerate their own retirement through leverage and tax-free income. Our free consultation is well worth the time investment.
What is your competitive advantage?
Creative, problem solving and outside of the box, different thinking; Non-traditional.
What is your “Mission Statement”?
We understand that you are the master of your fate, the captain of your soul – and we will help you achieve whatever matters to you, any way we can. Whatever matters to you, matters to us.
Thinking of me as a potential client, in 1, 2 or 3 sentences tell me why I should engage your services:
Bottom line- because you will be introduced to ideas and strategies that you have likely never heard of, which will help you accomplish things you never knew you could accomplish.
CEBRS wants to actively promote your company with a compelling story. What is your story?
I worked my way up and through a corporation by sheer effort and determination and getting the most out of my team in a genuine and positive manner.
What size engagements can you handle? (What are your limitations?)
Any size business, with no limitations.
References:
Available upon request.
