Hi folks. This is Tom Sperling from the team here at Dickinson Investments. I wanted to take just a few moments to share with you about our Advisory Council. We met just recently, and Ron led us in a discussion whereby we asked five of our clients to come together for a couple of hours and give us some direct feedback about how we’re doing as a firm.
We reviewed where we were at last year with several key initiatives: bringing Dave onboard our team as a wealth adviser, rolling out two new service models to provide services for you, and also our technology push – upgrading the technology that we use to manage your accounts.
Then we asked for feedback from them specifically about our website, our video communications, and our client portal. We also asked for some feedback about some ideas about client events.
Probably the most important aspect of our meeting was to ask them how we can most effectively communicate the five areas whereby we bring value to our clients. Those areas include financial planning, asset allocation, and investment selection. We do systematic rebalancing of our clients’ accounts.
A key differentiator for us has to do with how we provide tax management which can save considerable money and resources for our clients in managing their taxes most effectively.
We do a lot more than just manage investments here because we’re thinking in terms of the needs and goals of our clients, so we ask for feedback that way from our clients and we really appreciate the input they provide to us. They spurred us on to do some really great brainstorming. We want to continue to roll out ideas from our meeting in weeks to come, and we’ll share with you more about that. But we really appreciate the input and feedback from our Advisory Council.
[Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor. Statistics and market information provided by Litman Gregory Advisor Intelligence.]