Our belief is that the basis of successful wealth management is a consultative approach. We use a defined process where each client is asked detailed questions that will allow us to formulate a comprehensive set of solutions.
This consultative approach stands in contrast to the transactional approach, which is steadily losing favor with clients. With the transactional approach, an investment advisor may simply ask a few questions focusing on a specific set of issues, such as investments, and then make a recommendation for a specific product. The client’s larger financial life is rarely discussed.
Our approach requires a systematic process that you can implement and replicate again and again, beginning with a series of scheduled meetings with each and every client.