You have probably noticed that I don’t often ask for introductions: That’s because I never want to make you feel obligated, put you on the spot, or make you feel uncomfortable.
A major component of my value proposition is in making myself available to act as a “sounding board” for friends and family members of my clients. They do not need to become a client of mine to take advantage of this service.
Especially when it comes to family members because I have developed and refined a Family Investment Legacy Process for clients who are thinking about succession issues.
At the same time, given all of the turmoil over the last several years, I see some things that concern me. I see financial advisors getting paid commissions upfront and then not monitoring investments or not getting together for annual strategic planning sessions. I see other advisors not acting as a liaison with other professionals, such as tax preparers and estate planning attorneys. I see new clients not understanding what their previous costs for investing were.
For these reasons, if there is anyone that you care about that could benefit from utilizing me as a “sounding board”, we have a process for those introductions. Or if you are talking to someone that is close to you that has financial concerns and questions and they want to have a conversation with a voice of reason, let me know and I’ll make myself available.
If they are important to you, they are important to me.
Frankly, it is the most fulfilling aspect of my career and one of the primary reasons I became a professional advisor. If they are important to you, they are important to me.