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Clarity

Peter Catalano, CLU, ChFC

Houston, Texas Area

Looking for some clarity on a particular situation? Call me, I can help. About me: Self employed for over 20 years. I've experienced the good, the bad and the ugly. I'm not perfect. I am honest. I rise above by seeing what others cannot see and taking action when others are scared.

$2.50/min

Peter donates to DonorsChoose.org ($0.00)

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4 Reviews

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Entrepreneurship Start-ups Sales Sales Management Coaching Strategic Planning Facebook Insurance Legal Services

Answers 5
Reviews 4

Answers

Peter Catalano, CLU, ChFC answered

What can I expect to pay for legal services over the first year for a SaaS startup? Per hour rate? In total? Equity?

You can expect to pay either $400 a hour on retainer or $up to $125 a month for unlimited conversations. I suspect you will prefer the $125 a month for unlimited conversations as you will not have to give up equity.

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Startups

Legal Services

Peter Catalano, CLU, ChFC answered

What would be the best way to approach our customers and get them to realize how using our service could bring the a lot of value?

Target Marketing combined with short and to the point. First, know your market. Only approach those who KNOW could benefit from your service. Make the calls short and on point. When cold calling, I know my audience and I only ask for 11 minutes of their time. I can present my product in under 6 minutes leaving them enough time to answer questions. The key of the initial call is to get the appointment, NOT make the sale! Too many people try to go from Hi to Buy in under 3 minutes on the phone when someone's day has been interrupted! Also helps to call before 8AM and after 4:45PM as those time the gatekeeper is usually not answering the phone. I find 5-6PM on a Friday night to be a good time as most business owners are still cleaning up from the week. Again, know your prospect. This may not apply to you if your prospects are employees looking to get home!

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Sales

Cold Calling

Peter Catalano, CLU, ChFC answered

Is there a service online that can help me figure out what legal disclosures/releases I need for my startup travel website?

I use LegalShield. They have firms across the country. Feel free to contact me for a link or more info.

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Travel Planning

Legal Services

New Business Development

Peter Catalano, CLU, ChFC answered

Can I be liable for using a fake identity to ask about the business model of our competition?

I use LegalShield for all my legal questions. This is a great example of its use. They charge a small monthly fee. A member can call the firm as often as they want with any question to get an answer from an attorney specializing in the particular area of the law.
Www.pcatalano.info will give you more details. You can call me at 512-450-8890 if you wish.

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Legal Advice

Legal Services

Peter Catalano, CLU, ChFC answered

If a US-based individual has worked for a Canadian co as a "partner" for years (but never signed an agreement), who retains rights for work completed?

I use LegalShield for all my legal needs. Having firms in Canada and the U.S. Could help you in this case. Feel free to contact me for details.

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Legal Advice

Legal Services

Legal

Reviews

Peter is dedicated to helping his clients live their lives to the fullest and on purpose. You can count on Peter to ensure your financial goals are achieved. He is very sincere about dedicating his life to helping his clients find the financial freedom they desire.

Wendy Smalley Source: LinkedIn

I have always been impressed with Peter's desire to do what is best for his clients. He creates simple plans of action for them to take, and then keeps them accountable with friendly, no nonsense encouragement. Peter's focus on keeping his clients moving in the right direction gives them the greatest probability of accomplishing their goals for the reasons that are most important to them.

Chad Tennant Source: LinkedIn

You can count on Peter Catalano for any assistance or explanations needed in designing your financial and retirement goals and guidelines.
His integrity and expertise in the field are top notch and I would recommend him to anyone who asks.

MaryBeth Herbage Source: LinkedIn

Peter has been my financial advisor for almost 10 years now. In that time Peter has always provided excellent service and value for the money spent. I have recommended Peter to both friends and family, which is the highest compliment I can give.

Mitchell Sharp Source: LinkedIn

Member since September 2013