I was once told by a salesperson that you should never let a prospect out of your office without signing paperwork. He followed by saying that once a person leaves they usually don’t come back. This was early in my career so I didn’t have much of a response to that but I can confidently say he was wrong. People don’t want to be sold on something and especially not from someone they just met. People want guidance from someone trustworthy. People want questions answered and a conversation during tumultuous times. People want a person, not a salesperson, to call when they need advice. When they find that person, they usually know it.
Another person said I needed a luxury car and should wear a suit so I could look the part. I’m still not sure what role he wanted me to play. My role is to offer clients my expertise and share my knowledge. So when I walk out the door of my hundred-year-old house with crooked floors, wearing my Target polo or clearance JoS. A. Bank clothes and when my 15-year-old SUV stumbles a bit at Miracle Circle, I thank God for allowing me to work with all the clients I have. I’m confident that the money clients pay me for my services is valued and spent wisely.
Deciding who you want to work with as an investment advisor or financial planner is an important decision. Sometimes figuring out where to eat dinner takes people longer than deciding if you want to work with a particular advisor. And there are only SO many places to eat in Seneca! In all seriousness, choose carefully. Consider long term plans an advisor might have. Will they be there 20-30 years down the road? What education or qualifications to they have that allow them to offer advice? Do they just look the part or are they the real character? Make the decision on your time and if you feel pressured, take a step back.
Written by Alex Vassey, a CERTIFIED FINANCIAL PLANNER™ at Vassey Financial Planning & Investments. With systematic planning and proven strategies, Alex Vassey helps families prepare for all stages of life from college savings accounts, to funding a busy and vital retirement, to handling long term care insurance needs. You can reach Alex via email at Alex@vasseyfpi.com or at his office, located at 140 Bountyland Road, Seneca, SC 29672.