Competition
Competition, as in many professional arenas, is remarkably fierce in the financial services sector. Two types of advisors have emerged from this type of competition: type one & type two.
Type One Advisors
Type one advisors respond to the pressure of competition by unintentionally ignoring their existing client base while trying to convert an increasing number of prospects into clients in order to beat competition by growing numbers. Too often, existing clients are left to tread water in the wake of expansion.
Type Two Advisors
Type two advisors respond in a different way. These advisors attempt to listen and learn from both clients, as well as others in the industry, in an attempt to identify the client’s frustrations in the process. These advisors then create and craft unique solutions to solve these frustrations; helping alleviate the stress and workload on their clients. These advisors are centered on customer service and have the intimate understanding that the true heart of financial services is indeed customer service.
Why We Aren’t Worried
Here at HD Wealth Strategies, we trust that we are type two advisors. We believe our distinct MyStrategy approach to financial planning and investments sets us apart from the competition. MyStrategy solves many traditional frustrations in the financial services industry and allows us to work better for you. This system allows the client-advisor relationship to be predicated around set expectations for communication that we believe are consistently met and often exceeded.
MyStrategy, combined with our team-centered approach, allows us to fully communicate and understand our clients; further instilling trust between both parties. This trust allows our clients to have confidence in their financial plan moving towards accomplishing their financial goals.
We deeply appreciate our clients and strive to offer the very best communication in order to understand and truly service their needs. Trust is the foundation of all of our client interactions and we are confident that we can offer a level of customer service unmatched in the industry.
Existing Clients
Thank you for giving us the chance to work with you – we greatly cherish each opportunity and strive to continually improve your client experience.
Speculative Observer – We Want to Help You
If you’re not part of the HDWS team already, we would ask you to give us a call or shoot us an email to grab a cup of coffee and discuss your unique situation and what we may be able to do for you.
