Fundamental of the Week: #19 - INVEST IN RELATIONSHIPS. Everything we do is built on trust and trust is built on relationships. Make smart decisions that enhance long-term relationships. Be fair with clients and our partners. Strong relationships enable us to more successfully work through difficult and challenging times.
Fundamental of the Week: #18 - CREATE WIN/WIN SOLUTIONS. Success is a two-way street. Learn to think from the other person's perspective. Discover what others need and find a way to help them meet those needs whole also fulfilling your own. Win/win solutions are always more effective and longer lasting than win/lose situations.
Fundamental of the Week: #17 - OFFER MEANINGFUL APPRECIATION. Recognizing people doing things right is more effective than pointing out when they do things wrong. Regularly extend meaningful acknowledgment and appreciation - in all directions throughout our organization.
Financial planners, banks, and other financial institutions have done a good job, for years now, of preaching the value of achieving tax-free growth on assets invested within a tax-favored plan such as an IRA or 401(k).
Fundamental of the Week: #16 - HELP GET IT DONE. Our goal isn't simply to "discuss" or to "explore" possibilities. Rather, it's to help our clients solve their most important financial planning challenges. Follow-up everything and take responsibility to see that clients come in resolving their pressing issues.
Many members of the “sandwich generation” are being called upon to provide at least some care for aging parents and other relatives, even as we are still trying to raise our own children. It can be daunting to consider. But are there specific areas that need attention?
The Life and Legacy of Irene Bernhardt
January 6, 1936 - August 28, 2006
Fundamental of the Week: #15 - COMMUNICATE TO BE UNDERSTOOD. Comprehension is the responsibility of the communicator, so know your audience. Write and speak in a way that they can understand. Avoid using industry acronyms and jargon. Use the simplest possible explanations.
Choosing the person who will assist you in reaching your financial goals is a vital decision.