This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
