Financial: making money personal

Money is a very personal thing.

And we take that personally!

We pride ourselves on our confidentiality and professionalism within the financial services arena.

And we help financial planners, tax advisors and others reach the clients they are looking for. How? By doing our research and learning about those clients. Then we develop the right message for the people you want to work with.

We know that the best way to help people think about, spend, and save their money is to listen to their stories. How did they end up in the job they are in? What kind of financial personality do they have? What motivates them? What are they afraid of? Are they looking for advice in estate planning or investments? Are they looking to donate to charities? Legacy building? What is their idea of success? The answers to these questions help us frame your marketing plan. You like plans, right? We thought so. We put as much passion into our marketing plan as you put into your financial plans!

We help you decide if your advertising or online presence needs revamping (websites are the way most people find out about you), boost your networking and referral numbers, discuss your interest in running seminars and participating in speaking events, and discuss your personal brand. Notice we said “personal” brand. From where we sit, the entire reason people choose to hire a financial planner is to get personal service.

And that brings us to the issue of robo-advisors. We all know they may have a place for some people, but you just can’t get all warm and fuzzy with an algorithm. An automated tool doesn’t take the time to learn people’s stories and personalities. It can’t strategize for their long term financial health. It can add numbers, but it can’t listen. It can generate rates, but it can’t generate trust, experience, and earnest care. You can.

Time to get personal!