Part of our value proposition to you, our client is to stand ready to help family members and friends.
Part of our value proposition to you, our client is to stand ready to help family members and friends. As you know, our Wealth Management Group has chosen to focus on a small group of clients that we enjoy working with and who value our personalized approach.
Whether or not that family or friend becomes our client, we will help, we will provide guidance and direction to your friend and or family member. That’s our promise and a key part of our deliverables to you.
A Service We Provide:
Common occurrences in our practice are family and friends who seek a second opinion or assistance concerning financial matters. As a commitment to our existing clients, our group stands to prepare to assist. To provide help, we have created a process to support these requests:
- If the situation arises, ask the person if they would like to meet us
- With that person’s permission, call our office to introduce the individual
- In turn, we will call them to introduce ourselves, and send them an introduction kit about our practice
- We will then schedule a meeting or phone conference to determine how we can be of assistance.
The First Meeting:
The purpose of the first meeting is to gain a solid understanding of the situation your friend or family member is faced with and to determine how best to serve them.