Old Investor Communication Model |
New Client Communication Model |
The old traditional model leaves all communication on the investor to translate information between all service providers and often leads to significant gaps in risk to their wealth and/or business value.
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The new client model leverages the advisor to communicate with or on behalf of the client(s) with all service providers. This has been found to increase tax benefits, reduce risks, save time and provide a simple big picture understanding to clients.
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Communication
Communication to our clients is extremely important to us. We do not want our clients to experience a lack of communication when our clients need us the most.
We customize communication with our clients based on how often they want us to communicate whether that is monthly, quarterly, annually or just when its necessary.
Our communication operational motto is “Our client’s challenge(s) are not completely solved until the client has been informed that it is”.
Services Provided
Communication to our clients is extremely important to us. We do not want our clients to experience a lack of communication when our clients need us the most.
We customize communication with our clients based on how often they want us to communicate whether that is monthly, quarterly, annually or just when its necessary.
Our communication operational motto is “Our client’s challenge(s) are not completely solved until the client has been informed that it is”.
Services Provided
- Communication
- Investment Management
- Financial Planning
- Keeping it Simple & Understandable