Differentiating factors.
My practice was awarded by Reuters® as one America's Top Advisory practices in 2008, among the reasons for this achievement is the successful service and education model.
First, we start with finding the problem and look for ways in which to solve it.
Make my clients part of the decision team
Quality face time
Personal web/teleconference reviews
Continual financial planning and estate plan review
State of the art performance reporting
Client education and weekly economic commentary
Client appreciation and guest speaker dinners
and finally, fair fees
When I ask my clients,what is it that keeps them here? The most common answers are:
Treating my clients as real human beings.
Keep them informed, updated and educated.
Solve their financial issues and seek opportunities to further their goals.
Laurence I. Balter
Principal