Life Changes
Categories: Communication
Tags: Health Communication Family
In this blog I'd like to share some thoughts about how we can be of more value to you, and your family.
Far too often clients share things with me after-the-fact that we either could have helped them with, or would have helped us in our planning and investment approach - if only we had know what was going on with them.
A recent experience illustrates that point. One of our clients will have a prostate operation in the next couple of days. His concern about this and various test results have obviously been on his mind. However, we didn't know any of this and continued to follow the plan established some time ago. There were recent changes in his outlook and temperament that confused us and created an uncomfortable situation in working with him.
If only we had known about what was going on in his life we could have worked with him to reduce the multitude of anxieties he was experiencing - including his financial situation, which needed to be adjusted.
I share this with you because our sole purpose in this profession is to help our clients have the best life possible in every way. However, we can't do that if we don't know what is happening with you. It's kind of like trying to put on a parachute after you've jumped out of a plane. It can be done, but things would have been so much better and easier to have put it on first, and then jump.
Kathy, Erica and I all love our work and are committed to taking the best care of our "Summit Family" as we can. However, we can only do this if we know what is on your mind. We need to know your fears, concerns and criticisms if we are going to be able to work together to make things better for you.
Sometimes our quarterly (?) meetings may seem a little like a "social hour". I don't see them that way. It is a time when I learn about you and your beliefs and concerns. These meetings help me give you better advice because I now understand you - instead of just giving an answer.
So I ask that you please do two things that are extremely important:
1. Let us know what is on your mind
2. Come in for your quarterly meetings
Happy Thanksgiving,
Jim
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