As you regular readers know, we are passionate about looking after our clients and their families and always put them first (Our Voluntary Code of Conduct for the Stewardship of Your Wealth).
This means that from time to time we need to see these folks face to face, if for no other reason than to just say hi. Knowing and understanding our clients and their goals is more than just numbers on paper. In so many of our client relationships we have multiple generations of grandparents, parents and their kids and there is lots of inter-generational interest to see them all succeed.
The goals for the grandparents are usually somewhat different from those of the parents, but for the children especially, there is not only a huge potential to learn early about saving, but what really is the kicker is the compounding curve and the time factor. It doesn't take much, just a bit of patience and commitment:
So I will travel to visit our clients (and a few who have expressed an interest in learning about how we are different and better and want to become clients and I would also be happy to include any Vancouver readers into my schedule if you have not already asked) to work to truly understand their goals and how we might best help their families continue to prosper.
See you all soon!