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It's really all about Service!
I am in the business of service. While Financial Advisors develop customized financial programs, its not about how great they are, but about how great you feel about it in the end.
Three Chapters Of Service
1. Understanding: goals, concerns, and values.2. Implementing: solutions that can be understood3. Communicate: regular & ongoing communication | meetings
Service Values: I Am Proud that……
1. I build strong relationships and create clients for life2. I am entrusted to important areas of people's lives3. I understand my role in achieving success is to engage my clients through education4. I continuously seek opportunities to innovate and improve5. I own and immediately respond to problems6. I respect the opportunity to continuously learn and grow.7. I am proud of my professional appearance, language and behavior.8. I protect the privacy and security of my clients valued & sensitive information9. I am responsible for uncompromising levels of confidentiality10. I receive referrals from my clients because they are comfortable to do so.