Jay Blanchard • Williamsville, NY
The Financial Guys LLC • NEXT Financial Group, Inc.
My personal value proposition as an advisor is empowering and educating clients so they can feel confident in their financial decision-making. This starts with respecting their intelligence and ability to absorb information—not trying to dictate solutions. I take the time to expose all clients to investment concepts and strategies that can often be unfamiliar, including tactical active investment management and the relationship of risk to return.
One of my personal initiatives is called Wealth to Women. This is a program I have developed and registered that is specifically geared to the financial needs of women, who I think have been underserved by the financial-services industry. The investment field, in my opinion, has been discounting and ignoring women for too long.
I am not going to tell any other advisor this is the route they should follow, but I will tell them they should find a specialty they enjoy to help round out and expand their practice and find areas where there is a “value void.”
I found this simply by working with my female clients and discovering that void. It gives me great satisfaction to sit down over a series of three to four sessions and deliver information they have never heard anywhere else. They are very appreciative and this becomes a great source of referrals.
I have developed seminars and marketing materials covering the specific needs of women, whether it be widows facing retirement alone, high-achieving professionals with little time, or simply someone who wants to be as knowledgeable as possible. My goal is to make sure they are all empowered and inspired to be independent and free of financial worry. Life is too short to spend time worrying about your financial situation when there are so many other things that matter.
Disclosure: Securities and investment advisory services offered through NEXT Financial Group, Inc. Member, FINRA/SIPC. The Financial Guys LLC is not an affiliate of NEXT Financial Group, Inc.
Post-publication note: Mr. Blanchard has been registered with Peak Brokerage Services LLC since 2015.
Photography by KC Kratt
