For good reason, we often say our clients are our strongest advocates. Our wealth management referrals are a powerful testament to the commitment and consideration we put into each and every relationship.
At Premier Planning Group, we recognize that entrusting someone with your financial future is a big decision, and when you share that trust by suggesting our services, it speaks volumes.
This article gives insight into the value of these relationships and examines how your recommendations are truly the heart of our growth, allowing us to continue providing our community with knowledgeable and honest services.
A Financial Check-Up
Just like a physical examination or eye test you might receive from your physician, you can think of our services as a financial check-up.
We all know that the markets have been unpredictable lately, regardless of whether you are a seasoned investor or a rookie. Even the most patient investor may begin to doubt the soundness of their financial strategy. That’s where our skills come in.
During our initial meeting with your friend or family member, we ask them to describe their financial goals, go over their current plan, 401(k), investment portfolio, and insurance policies.
More importantly, we also take the time to get to know them and their unique financial circumstances.
This allows us to find out where they are and where they’d like to be, so we can fully understand their goals. In addition, we patiently answer any questions they might have about the market, their goals and strategies, or any basic financial question.
Then we can compare their goals and ideas to their current plan to see how everything fits together.
The Value of a Financial Review
Once we have a solid understanding of your referral’s financial situation, we can work together to assess and make adjustments. If their investments, insurance policies, etc., align with their objectives, we won’t hesitate to be completely transparent and send them on their way.
On the other hand, if their plan no longer meets their objectives, we give them a clear explanation. It’s possible that small adjustments are needed based on their age, current situation, and other factors.
We only provide other options to help with their financial planning if they’re interested.
The bottom line is that it never hurts to review their financial plan to verify it is current, still relevant to all aspects of their life, and ideally suited to help them realize their long-term goals.
Your referral can move forward with a large sense of confidence in their financial strategy regardless of the result of our review!
We’re Here to Help
Send us a friend or acquaintance who would likely gain from a financial check-up, and we can help them assess their current situation, identify where they want to be, and fill in any gaps on their journey to realize their financial goals.
In an increasingly complex world where people are searching for someone they can trust, Premier Planning Group stands for something simple: Always put the client first! We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt.
To get in touch, call our office at (443) 837-2520 or email my executive assistant, Talia Grover, at taliagrover@premierplanninggroup.com to set up a complimentary consultation.
About Brion
Brion Harris is the CEO, founder, and managing partner of Premier Planning Group, an independent financial firm specializing in working with pre-retirees and retirees, helping them create customized wealth preservation and retirement distribution strategies. With over 20 years of experience, Brion has developed deep knowledge and skill in helping his clients simplify their finances and find confidence in their financial future. Brion and the Premier Planning team are known for their unparalleled client service and their dedication building long-lasting relationships with their clients. As a result, Brion has been the recipient of the #1 Advisor Leadership Award* at Summit Brokerage Services for eight years running and has a reputation as one of the top retirement advisors in the business.
Brion is a proud 20-year resident of the Annapolis community, where he resides with his wife, Elizabeth, their three children, Addison, Jay, and Scarlett, and their two dogs, Pepper and Coco. When he’s not working, you can find him boating, skiing, traveling, and enjoying good food and music with his family. If you want to learn more about Brion, connect with him on LinkedIn.
*The #1 Advisor and Leadership Award is based on production data while at Summit Brokerage Services, Inc. Brion Harris received the award in 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.