building lasting relationshipsThe most successful financial planning focuses on building lasting relationships. We strive to develop long-term collaborative relationships with our clients, based on mutual respect. So, your success becomes our success.

Certified Financial Planner practitioner Jim Mailliard shares a recent experience to illustrate this point. In this brief video, he talks about mentoring young men battling substance abuse. Those interactions, he explains, helped him recognize one of his key professional skills. Providing a calming presence when life gets challenging.

 

Building lasting relationships sometimes means providing a calming presence when life gets challenging.