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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.

  • Reviews 4
  • Answers 5

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.

Source: LinkedIn MaryBeth Herbage Sep 29, 2013

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.

Source: LinkedIn Mitchell Sharp Sep 29, 2013

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.

Source: LinkedIn Wendy Smalley Sep 29, 2013

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.

Source: LinkedIn Chad Tennant Sep 29, 2013
Peter Catalano, CLU, ChFC answered:

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.

Peter Catalano, CLU, ChFC answered:

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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