Robert (Bob) E. Wayland • Robert (Rob) C. Wayland • Clearwater, FL
Wealth Advisory Group • Kestra Investment Services, LLC
Bob Wayland: I have been in the Clearwater area for more than 40 years and have always been an active member of the civic and charitable communities. This has helped me develop a wide network of contacts, including centers of influence such as attorneys and accountants. As a result, the small-business owner segment has become a cornerstone of our practice.
Small-business owners are pretty much an ideal target for several reasons: (1) they appreciate when value is given and received, (2) they are very busy with their own business and understand the wisdom of employing outside expertise for specific needs, and (3) they typically have a wide range of both business-related and personal financial needs, allowing us to build a strong working relationship that can encompass many areas of planning and implementation. Our advisors might work with them on anything from their company’s retirement plans to their personal legacy and tax-advantaged investment planning.
My personal focus on networking has enabled me to get the word out about our firm within the small-business community and among many legal and accounting professionals in our area. This has been an excellent source for referrals and the growth of our practice.
Rob Wayland: We also have a strong focus on retirement income planning for clients who may not be business owners and who come from a variety of backgrounds and income levels. One thing I have been focusing on is developing younger clients and seeking referrals from current clients where appropriate.