If It Has Our Name, It Ought To Be Better Episode 74

Certain people tend to play large roles in shaping our beliefs and who we become. Jerry Falwell, Sr. was one of those people for me. He's passed away now, but I want to share a few of his insights, how he thought, and his vision.  

His philosophy created a legacy that is still impacting people 14 years after his death because he focused on excellence. Here’s a link to his autobiography.

Our philosophy is, “if it’s Clients Excel, then it ought to be better.” The natural question becomes, "then how do we do that?" I’ll share a few ways.

We take a listening approach. We listen to what our client’s objectives, aspirations, and goals are. We can't fully help our folks if we do all the talking.

Then we educate our clients about topics that may impact them, like taxes or estate planning or long-term care planning. After a person becomes a client, we invite them to future educational events like the ones they often originally attended with us.

We value your retirement savings like it was our own. There is nothing we recommend for you to do that we don’t do or would not do with our money. In our business many advisors are incentivized to grow your money in order to get paid more. If done improperly, this may increase a person’s risks. Growth in the absence of safety may turn out to be like a Halloween candy sugar high.

Then we communicate and we communicate frequently. Most problems can be derived from communication issues, so we remedy this by staying in touch with our clients. I don't know of too many advisors who send out weekly correspondence like you're reading.

This process has proven to be a winning combination as we have grown each year of our existence. The best part is as we continue to grow these things will only become better for clients. We are growth minded and our desire is to help our clients excel with financial confidence, protection and growth.

As a company we understand that you can do business many places, but our goal is to make going elsewhere a chore compared to our firm.

When you’re ready to explore whether we’re a fit for your financial planning needs, please reach out at 864.641.7955.

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