Over the 16 years I have been in practice, I have encountered many different situations, problems, and opportunities to help as a Scottsdale Financial Planner. The opportunities to grow with my clientele, has to have been the most rewarding for me.
Working with people is what I do for a living and building long term relationships is what it is all about. Instead of me submitting one of my many blog articles I have written about a specific product or process I thought instead this would be a great time to just talk about what makes me tick a bit and share some of my ideas on how I like to interact with the people I work with. You see the key word here is “people”.
No matter what your level of income or where you live people all have hopes, goals, and dreams. These dreams and desires are what make the world go round. I could build you the perfect financial plan, strategically designed to the tee, but if it does not really help you with what you really want, chances are it may fall to the wayside as time passes. I have found that concentrating on the things that really matter is where the true connection is.
When I go into depth about how you wish you had time for a better relationship with your 9 year old, or how your dream has always been to see Africa, or that you feel your business has not been as successful as you had hoped, or how you really want to make sure your daughter has that perfect wedding this is when I start to see the fabric you are truly made of. This fabric is the building block for my work. We then go about building a process with these things as the goal.
I could concentrate on showing you spreadsheets on the past rates of return I have gotten for people or I could show you my step by step strategic process for securing your retirement income, and avoiding estate taxes. These things are important no doubt, and we take them very serious, however they seem to always take a back seat to what really matters.
This is why I love to get to know people and build my relationships from the ground up. The other parts of the plan will get done correctly, but in order to stay on track and make sure we get it done I have to constantly refer back to WHY you are doing all this in the first place. This creates a relationship with my clients that not many financial planners can say they have, and this is why I love what I do.
How to Choose Your Scottsdale Financial Advisor
Remember this when choosing your financial planner in Scottsdale, does he or she have a strategy to keep you on the correct path, and are they truly a catalyst to get things done?