Hello there! I am so glad to finally get you in the office!

It's a pleasure to finally meet you!

I am sorry to hear that your last financial advisor really dropped the ball for you.

I can assure you that you are now in good hands.

I am assuming you are looking to branch out and invest in even more stocks at this point, is that correct?

Are you looking to play it safe or take on some riskier stocks.

I would definitely recommend taking a risk at your age because you know what they say, greater risk equals greater potential reward.