Upon receiving a call from someone interested in learning more about possibly becoming a client, many advisors respond by asking for financial statements. We don’t. Our well-defined process and approach speaks more to the importance of good chemistry – between us and our future client – than the sum of our future client’s financial assets. It’s a disarming process for our future client, one for which we’ve received positive feedback since we began using it in 2008.
A core tenet of Michelle’s business philosophy is: not all financial advisors are right for all clients. With this in mind, it’s critical to determine the ‘Fit’ at the very beginning, prior to engaging in a more formal business relationship. We feel our Fit meeting, which is our way of introducing our process to our future client, is most important, so we briefly describe it here.
The Fit meeting: It is the first conversation with Michelle, providing an opportunity for our future client to learn more about Michelle (e.g., her process, services, investment philosophy, education and training, credentials, and more), and for Michelle to learn more about her future client (e.g., his/her needs, goals, fears, expectations, family dynamics, relationship with money, and more). The Fit meeting is an opportunity for both parties to gather information to determine if they independently feel they are a good fit for each other in terms of what our future client needs and what Michelle provides. It is also in this fit meeting where Michelle will describe the costs for our services.
There is much more to our process beyond this brief description of our Fit meeting. Please contact us if you’re ready to schedule a Fit meeting to learn more.
525 Bernardston Rd.
Greenfield, MA 01301-1114