Many wealth management companies are struggling to find a place in the modern industry, as outdated attitudes of ‘investments first, clients second’ have begun to catch up and take their toll.
The best way to overcome this, according to industry expert Paul Armson, is to change your fundamental approach:
“We need to break the shackles of the industry and focus on clients’ lives more than we do their money; on the person, not their purse.”
SGWM couldn’t agree more. In fact, ever since we were founded in 2001, we have believed that financial plans should be as unique as their owners.
As pioneers of client-focused financial service, why not see what we can do for you?