We like to team up with extraordinary people. People who are inquisitive about and really care for the folks they work with. Experienced advisors who get that being part of a fast-growing, visionary company enhances the value of what they do.
We want to know our clients. We need to know who they really are: their history, their concerns, their dreams. Because it’s the only way we can really serve their interests and desires. Honestly, it’s more rewarding to work like this. And further, we like them and they should like us too. If that’s not happening, get ready for this, we turn them loose. Better yet, we don’t start the relationship to begin with. We opt for discrimination over desperation any day.
And being comfortable goes beyond how we want to feel about our clients. There is absolutely no reason to wear a suit or high heels to the office. Unless of course that’s what makes you happy. We think being at ease in your skin is just as important as being smart and creative.
And we’ve spent a lot of time and money creating distinctive and memorable branding. In fact, it’s an on-going process. Our brand will only get stronger through original and customized content, newsletters and social media. You’ll find no cookie-cutter communication here.
Essentially, your work will be more fulfilling. If that weren’t the case, why would you bother?
Click here to set up a phone call or a face-to-face. We’ll discuss our expectations and goals, exchange pertinent info, and conduct due diligence.
There will be no hard sell or canned jive. Nobody will be afraid to say, “This doesn’t feel like a good fit.” But we hope it’s the beginning of a beautiful relationship.
Our business is about relationships, not just numbers. So, we hope you’ll click the button below to start things rolling.Let's Have Coffee