Tag: Financial Advisor

FEATURE
What You Can Expect From The Private Vista Experience (Ep. 2)

What You Can Expect From The Private Vista Experience (Ep. 2)

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Whether you found us by our website, our podcast or a referral, you might wonder what to expect if you choose to work with us, at Private Vista.

In this episode, Nicole Romito gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office and what to expect afterward, what type of information should be prepared for the first meeting and some resources for collecting them.

Nicole discusses: 

  • Why someone would contact Private Vista and what happens in that introductory call
  • What to expect after connecting with someone within the organization
  • What type of information a potential client needs to be prepared with
  • Tips and resources Private Vista has to help track down the information a potential client needs
  • And more

Resources:

Connect with Nicole Romito:

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FEATURE
Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1)

Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1)

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Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine.

In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients can expect from their team. She then shares her business and investment philosophy and talks about her passion for helping people learn about managing their finances. 

Nicole discusses: 

  • Private Vista’s specialty and who their ideal client is
  • The Private Vista team, what drives them and how they empower their clients
  • How Nicole applies her passion for empowering people on Private Vista’s business and investment philosophy
  • And more

Resources:

Connect with Nicole Romito: 

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