The Influence of Trust
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
At Foster Group, we believe technology is an incredible asset when it comes to planning and portfolio construction. We also believe that human beings are not robots and determining what to do with your money requires more than an advanced algorithm – as great and helpful as these are.
Recently, I attended the Kansas City Air Show and witnessed the precision acrobatics of the Navy’s Blue Angels, a team of six intensely trained pilots performing incredible high-flying stunts. Foster Group financial advisors are not known for performing at 10,000 feet, but we are catalysts for positive life change and, unlike static aircraft displays at a two-day event, we will continue our work tomorrow, next week, next month, and next year.
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
Stories like this spread and inspire others to be generous.
As I was driving into work, I realized that toddlers are a lot like the stock market.
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
As I was driving into work, I realized that toddlers are a lot like the stock market.
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients 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.
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.