The view that “People don't care what you know until they first know that you care” is a time tested premise that remains pertinent even today. I believe that we have a fundamental purpose to serve clients with the highest level of professionalism and uncompromised integrity while providing sound advice that responds to our client's objectives.
Educate: Clients who make "informed" decisions are generally the most engaged in the overall process. "Informed" clients routinely attach a deeper appreciation for the value of the services provided and products positioned in their overall plan.
Reviews: Periodic "reviews" are, in my mind, a vital component in the course of the professional relationship. There are no "perfect plans" because our situations have a way of changing. "Periodic Reviews" are effective approaches in responding to such changes.
Planning v. Transactional: Each client is unique in and of themselves. There should not be a "One size fits all" approach. We endeavor to personalize our recommendations by gathering all relevant data and sharing ideas that meet your stated goals.
Legacies: I am passionate in believing that we should provide a legacy to those that follow. Significance is defined by our ability to have an impact in the lives of others.
Confidentiality: You have my word!
V. Kenneth Johnson