After 30 years of working with advisors in every stage of the business, we have developed a very specific process that helps us quickly zero in on what our clients are trying to accomplish and develop the right steps to get there so that we don’t create new problems when trying to solve old ones.
We challenge the status quo; we challenge our clients. We ask important, pointed questions; the ones you probably won’t think to. We solve problems without creating new ones. We get things done.
Before we have our first meeting, we ask our clients to earnestly consider the following questions:
We want to:
If after our call we both agree that there is value in working as a team to create the desired outcome, we will schedule a follow-up meeting and develop a plan for moving forward.