What does being “Client-Centric” mean?

What does being “Client-Centric” mean?

The words or phrase “client-centric” is not found in the Webster Dictionary database; however, when you Google “What does Client-Centric mean?” numerous response come from the search. Or maybe this is the first time you have heard the phrase...
What does being “Client-Centric” mean?

Are you getting all three forms of value?

We can create value in the lives of the people we interact with. There are three primary forms of value we can provide: Financial, Intellectual and Relational. Financial Value – The ability to compete on financial terms (i.e. price). As an investor, you have the...
What does being “Client-Centric” mean?

The future has arrived…

Think back to 1980, we had stockbrokers, account executives; financial planners were non-existent.  Today, having a financial planner on your team is the standard. We believe the future has arrived and having a “Life Planning” or “Relational Planning” or “Personal...
We have never seen this before…

We have never seen this before…

The past month has been one for the record books for sure, but all Bear Markets are in their own “unique” (horrific, crazy, unnerving fill in your own word)way. What is happening? We have never been through anything like this before! Every Bear Market has...
How will this affect my portfolio?

How will this affect my portfolio?

This is the question everyone really wants to know, so let’s review that by focusing on 3 primary asset allocation categories: Stocks:  The value of stocks are fundamentals based on the earnings a company make.  Right now CEOs, analysts, portfolio managers, traders...