First call is an introductory second call is the Advisor manager third call with the CEO then they fly you out to their office in Scottsdale Arizona. They seem to run a tight ship. They’re trying to be the next Fisher investments similar business model if you’re familiar with Fisher.

Met with HR, then on to advisor manager, then the owner and finally in person in AZ. It was all very seamless and pleasant. Was kept informed throughout the process.