This is the seventh post in a series inspired by a Forbes Magazine article that listed a number of questions you should ask a financial advisor.
If you’ve been following this series, you know that at Sampson Investment Management the relationships we develop with our clients are the most important components of our value proposition. There is no lack of financial advisors or wealth managers out there – it’s who you create that relationship with, that matters.
Getting to know our clients in a deep and personal way allows us to best serve them as they seek to achieve their goals, objectives, and dreams. This means that regular and consistent contact is an important part of our service model.
Early Stage Of The Financial Advisor Relationship
The early stage of our relationship is the most time-intensive. We usually meet clients 3 or 4 times as part of the financial planning process.
Once the process is complete and we have developed and implemented an investment plan, we meet at least twice per year, and sometimes more often, in an effort to make sure that clients understand our investment process and are kept informed about their investments and the changes we make over time in response to the changing landscape of risk.
Communication is Everything
We also encourage clients to call us at any time they have a concern or question about their financial plan or investments. We realize that the better they understand what we are trying to do on their behalf, the more committed they will be to sticking with a plan that results in the achievement of their goals and objectives.
Our monthly email newsletter highlights market opportunities and threats and how we are at Sampson are managing those. And finally, this blog is updated weekly with insights, and frequently asked questions. (You can subscribe to blog updates over on the right)
We want to be thought of as the Ritz Carlton or Four Seasons of investment advisors who provide an intimate and highly personalized approach to one of the most important financial relationships a client may have as they seek to achieve financial independence.