SagePoint Financial
I strive to educate clients, provide great customer service, and instill a high degree of trust in what I am doing. I spend a tremendous amount of time hosting individual client educational seminars, and I encourage clients to invite friends, relatives, or colleagues to attend. The general focus of my seminars is based on how I analyze the direction of markets, the tools used to examine market trends, broad strategies, and risk-management techniques. I point out that every client will have different needs, objectives, resources, and risk profiles, and thus receives a customized plan created for their portfolio.
For client seminars, I invite five or six couples to attend, but I have also had groups as large as 40-50 people. I structure an agenda around an analytical system that is complex but not too hard to grasp. However, more people than you might imagine have a curiosity about what goes on under the hood of the financial markets and how to assess trends.
Bill O’Neill, the founder of “Investor’s Business Daily,” developed the famous CANSLIM methodology, for example. Essentially, O’Neill identified seven characteristics important in classifying stocks on a relative basis that might be poised to move higher or that might be at risk for breaking down.
I talk about all different aspects of Social Security maximization, tax-reduction strategies, college and retirement planning, and other aspects of current financial-planning issues. In addition to markets, I also cover some broader areas of technical analysis and introduce some of the many tools I use to assess market trend and sector analysis, or individual stock trends such as bullish or bearish pattern recognition, set-ups or volume accumulation, and distribution analysis.
In a monthly newsletter to clients, I also cover technical issues and my broader take on the market in some detail. I think clients appreciate the seminars and the newsletter, and I believe they both add to the trust people have in me and their willingness to refer our practice.
Disclosure: Joseph Bartosiewicz is an investment advisor representative offering securities and advisory services through SagePoint Financial Inc., member FINRA, SIPC, and a registered investment advisor. Registered branch office: 5 Colby Way, Avon, CT 06001.
Photography by Christopher Beauchamp
