By: Austin Colby, CFP®, MBA
1. Read our blog regularly.
We continue to post what we feel are important updates covering both economic and market updates, as well as issues centering on behavior finance: in other words, focusing on what we have control over in the world of money.
The posts are written by most everyone in the office so you get a fresh, or at least different, perspective on a myriad of topics. As you come in for meetings, we will likely be slipping a recent blog post or two into your take-away folder, if we feel it is an especially important read for your situation.
2. Read our communique cover-to-cover.
We rolled out a slightly new format with our semi-annual newsletter, with the recent April version. One perk is that I often put hidden little prize giveaways for those people who read articles to the very bottom. You never know when or where, so be sure to read them all.
We tend to take a deeper dive on one or two planning-specific topics in these, as you could see by from the articles that Dan and Mike wrote in length about our financial planning process and the global market update, respectively, in the last issue.
Also, we tend to highlight one or two team members in each communique so that all of our clients get to know their team members a little better and understand who does what as a part of their financial planning relationship.
3. Respond to and complete the action-item follow-ups/check-ins we send to you.
This one might sound self-explanatory, but you might be surprised how often we don’t hear from clients after our meeting follow-ups or email check-ins.
I can assure you that the more back-and-forth communication and buy-in we have from our clients, the better the implementation of the recommended planning items will be for you. We don’t know what we don’t know, and vice-versa. The more we communicate, the better the professional relationship will be.
And, we like to hear from you! We enjoy serving you to the best of our ability.
Because The Wealth Group, Austin B. Colby & Associates is independent of Raymond James, the expressed written opinions above are our own and not necessarily reflective of Raymond James’ opinions.