P Jordan Smith, Jr, Capital Strategies, a MassMutual firm

P Jordan Smith, Jr, Capital Strategies, a MassMutual firm Along with a team of professionals, I provide guidance to my clients to help them reach their financ

I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, Inc., member SIPC. Supervisory address: 10101 Reunion Place, Suite 300, San Antonio, TX 78216, (210) 342-4141. I am licensed to sell insurance in: CO and TX and securities in MI, TX, and VA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.

 : Visitors to your website judge you on its ease of use first, then by your content. Spend your website resources on im...
04/13/2023

: Visitors to your website judge you on its ease of use first, then by your content. Spend your website resources on improving the user experience first.

Best wishes to all on this Easter Sunday!
04/09/2023

Best wishes to all on this Easter Sunday!

 : Give your customer service team a philosophy instead of a script. This will help them be more efficient and personabl...
04/06/2023

: Give your customer service team a philosophy instead of a script. This will help them be more efficient and personable when interacting with customers.

Wishing you and yours a wonderful Passover!
04/05/2023

Wishing you and yours a wonderful Passover!

 : Improve data management by ensuring all departments in your business understand how certain data sets align to their ...
03/30/2023

: Improve data management by ensuring all departments in your business understand how certain data sets align to their goals and are to be implemented.

Wishing all who celebrate Ramadan a peaceful season!
03/22/2023

Wishing all who celebrate Ramadan a peaceful season!

 : Seek to build trust first, traffic second. Focus on getting your social media content shared; visits to your website ...
03/16/2023

: Seek to build trust first, traffic second. Focus on getting your social media content shared; visits to your website will follow.

 : The "intangibles" drive business value: quality of your team, loyalty of your customers, reputation of your brand, an...
03/09/2023

: The "intangibles" drive business value: quality of your team, loyalty of your customers, reputation of your brand, and documentation of your processes.

Here’s to respect, equality, and justice for all on International Women’s Day.
03/08/2023

Here’s to respect, equality, and justice for all on International Women’s Day.

Celebrate the colorful moments of life. Happy Holi to all!
03/08/2023

Celebrate the colorful moments of life. Happy Holi to all!

 : Offering too many products or services? Niche down--cater so much to a specific need that your business becomes the g...
03/02/2023

: Offering too many products or services? Niche down--cater so much to a specific need that your business becomes the go-to for it.

 : Interruptions to workflow often happen when there is no simple, direct ‘path.’ Limiting the number of hand-offs can h...
02/23/2023

: Interruptions to workflow often happen when there is no simple, direct ‘path.’ Limiting the number of hand-offs can help create a clear line-of-sight.

Address

10101 Reunion Place, Suite 300
San Antonio, TX
78216

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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