James Franke • Milwaukee, WI
Franke Martens Group • Harbour Investments, Inc.
Personal referrals are a cornerstone for the growth of our practice. Ultimately, it is really the positive word of mouth from our clients that counts the most.
I know that our focus on client education and the process we use for helping clients organize their personal finances is a driver for much of the positive feedback we receive—and clients will share this experience with their friends, co-workers, and relatives.
Because of the increasing complexities within the financial world today, we make certain that our clients have their financial papers organized, coordinated, and current. One of the biggest mistakes we find is people making financial decisions in isolation—everything needs to work together.
We provide a “financial organizer” as a value-add system for clients that helps identify any specific financial areas that might need analysis and determine an appropriate course of action.
During client reviews, this financial organizer assists in identifying any necessary changes to a portfolio, keeps clients current, and serves as a platform to discuss other financial needs. It also serves the purpose of being a complete record of all financial matters in the unfortunate case of a stakeholder passing away suddenly.
This entire exercise is an ongoing process that can add peace of mind and a high degree of satisfaction to clients. They finally have a sense of organization and control over their financial affairs that might have been previously lacking. In addition to contributing to the referral process, it is a wonderful tool for client retention.
Disclosure: James Franke is an investment advisor representative offering securities and advisory services through Harbour Investments, Inc., member FINRA/SIPC. Franke Martens Group is independent of Harbour Investments, Inc.
Photography by Sara Stathas
