We build relationships with our clients through multiple questions over a series of several in-person meetings.  This includes acquiring details about where they are now, their family, what they enjoy doing in their spare time, what they want to pursue with their assets, etc.

Most of our clients appreciate regular contact from us, so we make efforts to call them just to see how they are doing, remember them on their birthdays, conduct face-to-face meetings every so often, reach out during the holidays, and wish them safe travels before a trip – all of this helps us strengthen our relationships with clients.

Clients can expect us to do the right thing and treat them as if they were our own family.  If you can’t practice what you preach, what good is there to offer?  They can expect to hear our voice when they call.  If a client has a time-sensitive issue, they can count on us to take care of it in a timely fashion.  If we don’t know the answers right away, we get them one.

The amount of meetings we have with each other varies with every client.  Some clients like to have quarterly or semi-annual reports to discuss while others are more frequently checking their status online and maybe call several times when they need something.  However, we will make sure we conduct an annual in-person meeting, which entails a full review of their accounts, performance, any market updates, political events that might impact the market, and life events that may have occurred or that may occur in the future.