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A personal message to prospective clients
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Active investment management’s weekly magazine for fee-based advisors

I am located in Silicon Valley, so it is not surprising that many of my clients are younger in age, work in the technology field, tend to be well-educated and affluent, and are focused on their careers. I work with a good number of engineers and technology specialists who are employed by some of the most well-known technology companies.

Almost all of my new client prospects are developed through word-of-mouth referrals from current clients. Naturally, these types of individuals are used to researching everything on the web, including checking out the credentials of professionals they might be interested in meeting with.

I have a statement on our firm’s website that I have taken great care in writing, and I think it is a good reflection of my personal mission in working with clients. It is quite different from the typical advisor “mission statement.” I encourage anyone considering working with our firm to read it.

This is a shortened form of the message:

“I’m a big believer in ‘things-happen-for-a-reason’ and everything happens at the perfect time. Out of billions of people, we happened to find each other. Is it a coincidence? Either big or small, I hope I will have some influence on you.

“Why am I telling you this? Why not write a typical profile that just focuses on how good of a financial advisor I am? Because I wanted to show you how I think. You have the right to know how my thought process works if we’re going to work together. This can be important when someone is giving guidance on your money. Many financial advisors were trained to think alike—applying only the basic concepts of financial planning. While they’ve learned the fundamentals of financial planning, they’re missing the biggest part—human psychology.

“Our life is much more complicated than steps 1-2-3. It takes time before we get to know each other. Often, we don’t know what we want for ourselves. It’s my job to help you figure it out. Much like how a therapist works with patients, it takes a couple of sessions to know why someone behaves in various ways. From there, she or he can find and apply the right solutions. That’s why I don’t believe in a one-size-fits-all approach. Everyone is in a unique situation. One’s financial plan should be tailored specifically to his or her needs.

“As an independent financial advisor, I’ve been helping people for nearly 20 years, educating them on how to save, grow, protect, and enjoy their money. It’s absolutely my passion and my purpose in life to help people achieve their financial dreams. I always feel so fortunate to be able to build a great career based on how many people I have helped. This is also why I chose to be independent. My purpose is not driven by any corporation’s sales quotas or earning incentive bonuses. I’m proud to say that my advice is truly objective.

“If you’re looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family achieve your long-term financial goals, please contact me for a free consultation!”

  • Use a firm’s website to deliver a personalized message to prospective clients.
  • A mission statement should emphasize how an advisor views their commitment to clients and their core beliefs.

Disclosure: Registered representative, securities offered through Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Investment advisor representative, Cambridge Investment Research Advisors Inc., a registered investment advisor. Cambridge and Essence Wealth & Insurance Services are not affiliated.

Photography by Brian Byllesby

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