Firstly, we want to be valuable for our clients. Fundamentally, this is achieved by having meaningful long term relationships, by creatively presenting choices for consideration and finally, by delivering leadership to respectfully complete any agreed plans. Secondly, we want to run a profitable business, so that we can have a long term future for our clients.
"There is hardly anything in this world that some man cannot make a little worse and sell a little cheaper, and the people who consider price alone are this man's lawful prey, as it is as unwise to pay too much as it is to pay too little. When you pay too much you lose a little money, that is all. When you pay too little, you sometimes lose everything because the thing you bought was incapable of doing the thing it was bought to do. The common law of business balance prohibits paying too little and getting a lot, it cannot be done. If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that you will have enough to pay for something better." John Ruskin (1819-1900).
We want to work with ideal clients. Our ideal clients are either introduced from current clients and professional introducers, or they are existing clients wanting further planning work.
Our ideal clients have 4 criteria;
- 1. We have to like each other
- 2. Their time is valuable to them
- 3. They have future planning needs
- 4. They have to be willing to follow our advice and recommendations
Many of our clients have told us that they do not want to feel that they have to buy from us every time we have a meeting or discussion about their financial requirements. Our service has been designed with this comment in mind. Many of our clients have also told us that what they really want from us is;
- 1. An ongoing relationship
- 2. Creativity in relation to their financial requirements/goals
- 3. Leadership and advice
We want our clients to select the membership services that they feel are most suitable to them. We offer 3 advice approaches;
- i. Holistic
- ii. Focused
- iii. Reactive