One of the critical pieces of good financial planning is passing on education to clients – and we’ve identified a blog, whether in text or in video, as a good way of educating not just clients, but also those who we may not have as deep of a relationship with. You’ll find a wide variety of subjects discussed in our blog, and the purpose of these is not to sell our services, but to offer an educational tool that many can benefit from.
The other reason for including a blog is that a main ingredient in establishing a relationship with a financial planner is trust. And we’ve found that those looking for a financial planner can get a glimpse of who we are and what we stand for before ever meeting us face to face.
A note about comments: due to certain regulation restrictions in our industry, we are not allowed to publish comments to our blog posts – whether the comments are from us or from you. At this time, we do not plan on allowing comments on our blog for this reason, so if there is something that you’d like to talk about with our content, please feel to reach out via email or phone.
