Commitment to Service

OUR TOP ADVISORS all recognize that having what Kenneth Blanchard calls “raving fan” clients is instrumental to their success. Raving fans are loyal, affluent clients who provide significantly more referrals, bring in more assets, and do much more business than just “satisfied” clients. To increase the number of raving fan clients, our top advisors are all committed to providing a very high level of service. In fact, our top advisors are fanatical about client service. When asked about their service model, time after time they responded that their business was about delivering “flawless service.” Sam believes that in many instances, service can be more important than performance. “A reasonable investment ...

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