Michael Zimmerman • Lancaster, PA
Sequinox • J.W. Cole Advisors
Our best clients are not defined by asset size but rather by their appreciation of our expertise and their willingness to help set objectives and to truly partner with our firm.
To that end, we’re here to help inform clients about the basic concepts of financial management. While we provide the planning, the education, and the execution, we think that at all times the investment decisions are ultimately for our clients to understand and to make jointly with us.
Our clients have been very responsive to our free educational seminars. That has also turned into an excellent tool for referrals as we welcome current clients to invite their friends. We do not view this as a “free meal to try to make a sale,” but as trying to impart some valuable knowledge.
We talk about active money management—how it’s currently done, how it’s been done in the past, the tax efficiency of certain investments, and the principles of retirement and legacy planning. Our client base really started to grow several years ago when we focused on the educational aspect of clients’ financial needs. It is really a short course on financial planning and management of their assets going forward, and that is something sorely lacking for most people.
Disclosure: Michael Zimmerman is a Registered Representative of J.W. Cole Financial, Inc.
Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Sequinox and JWC/JWCA are unaffiliated entities.
Photography by Jeremy Hess Photographers
