When building a relationship with a client, I employ a multistep process that starts with a candid conversation to get to know each other. It isn’t necessary for us to be completely like-minded or come from the same walk of life, but it is important to be comfortable with one another. If we decide to work together, we will move forward by building on both a professional and personal relationship.
For the first three months of our relationship, you can expect a high degree of contact. My goal is to cover all the capabilities and functions Stifel has to offer and assist you in learning these new processes. By generating a detailed wealth analysis, we can paint a detailed picture of where you stand today and what your expectations are for the future. I encourage introductions to your CPA, estate planning attorney, and loved ones who may inherit your wealth one day.
For the first three months of our relationship, you can expect a high degree of contact. My goal is to cover all the capabilities and functions Stifel has to offer and assist you in learning these new processes. By generating a detailed wealth analysis, we can paint a detailed picture of where you stand today and what your expectations are for the future. I encourage introductions to your CPA, estate planning attorney, and loved ones who may inherit your wealth one day.