We Actively Listen
In order to know our clients’ preferred future, we have to listen, question for clarity, and repeat back what we heard to assure we are on the same page. Understanding who our client is and what their heartfelt goals are requires listening skills, not sales skills. This understanding is integral to the planning process. Mistakes here can lead to less than expected results.
We Challenge the Status Quo
Our listening skills are coupled with many years of reviewing client fact patterns. In most cases, solutions to problems are found in the facts. We routinely challenge both the current thinking and planning by making slight adjustments when needed and sometimes, complete revisions when necessary. We find that utilizing this approach generates exponential value to the family.
We Uncover Hidden Problems
It is common to meet potential clients who go through our process and discover that they are losing money or creating other financial problems for their family to eventually inherit. Oftentimes, fully knowing and understanding our client’s goals enables our team to uncover a disconnect between what their documents say and what they want to accomplish.
We Provide Effective Integration
We believe all client-advisor relationships must be properly aligned. This includes each advisor knowing the client's facts and family dynamic, and more importantly, knowing the client’s preferred future. When alignment is achieved, successful planning is increased and often assured.
