Running a wealth management firm differs from most other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them.
These generous referrals are especially important because of a strange rule we have in our industry. Did you know that because of our status as a registered investment advisor, sharing, posting or advertising testimonials from clients is strictly prohibited, regardless of the experience? So, because we can’t use or ask for testimonials, referrals are especially important and essential for building our business!
Luckily, we’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
1. Our Experience
When it comes to something as important as your financial future and the well-being of your family, it’s imperative that you work with an experienced advisor. Our twenty years of experience brings a deep perspective to wealth management and retirement plan consulting. Having experienced both bull and bear markets, we understand what it takes to succeed and we collaborate to identify and minimize risks. Our firm is comprised of a team of seasoned professionals with diverse experiences in financial planning, wealth management, corporate retirement plans, and investing, and a shared passion for helping our clients.
2. Our Independence
We value our clients’ financial security and peace of mind, and trust is essential for feeling confident in your financial strategies and the recommendations that an advisor provides you. As an independent firm, we aren’t tied to any one proprietary product, nor do we have quotas to meet. Our independence allows us to be completely objective and make our clients our number one priority, not some large bank or insurance company. We believe our objectivity can help us build stronger and more trustworthy relationships with our clients.
3. A Proactive Approach
Your success is deeply gratifying to us. By offering a wide array of services and a holistic process, we are committed to what matters most to you, such as your family, building a career, managing a business, retirement, and financial peace of mind. Our clients value our proactive risk-based approach to investing with strategies designed to succeed in a wide range of market environments.
4. Our Commitment
We are dedicated to standing out as a wealth management firm that provides the highest level of service. We are committed to providing real value in what we do, with reasonable fees that are clear. We promise to give you not just the good news, but the entire news. And while we want you to be informed, we don't want you to worry. If you're worried, we're not doing our job and we’ll do our best to help you feel at ease.
5. We’re Never Too Busy to Help
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients, as well as any of their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re here to help them, as well.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-fee, no-obligation consultation, call our office at 770.333.0113 x 106 or email firstname.lastname@example.org.
William "Bill" Kring is the founder of Wealth & Pension Services Group, Inc, an independent wealth management firm serving individuals and businesses near Atlanta, Georgia. As a twenty year financial veteran, Bill offers broad expertise in wealth management services including asset management, fiduciary consulting, retirement, trust and estate planning, as well as insurance and 401(k) plan services. In his past, he competed as a U.S. Cycling Federation class III rider in both road and track. To learn more about how Bill may be able to help, visit the Wealth & Pension website, connect with him on LinkedIn, call his office at 770.333.0113 x 106 or email him anytime at email@example.com.