YOUR ADVISOR’S CULTURE
DRIVES YOUR CLIENT EXPERIENCE (AND OFTEN YOUR SUCCESS)
One of the first things often asked of any financial advisor or wealth management firm is, “What sets you apart from the competition?” or “How are you different than your peers?”
Often, the response is, “It’s our people.”
That’s not a good answer.
The truth is that culture is what differentiates one firm from another. And at RGWM we KNOW it’s our special culture that makes us different.
WE OFTEN SAY THAT…
YOUR RELATIONSHIP WITH YOUR ADVISOR NEEDS TO BE MORE THAN PIE CHARTS AND REPORTS
But we also know that the service and commitment we expect of our team starts with a culture that establishes expectations and gives them the environment they need to do what’s right and take care of you.
it starts with transparency
AND PUTTING OUR CLIENTS FIRST
As you may know, Rhame & Gorrell Wealth Management is a fee-only firm adhering to the highest fiduciary standards.
What does this have to do with culture? Well, it means that we’ve already removed any conflicts of interest that could come up in the advisor/client relationship. Your relationship is built on transparency and doing what’s best for you, not us.
Our fiduciary responsibility of putting clients first is the cornerstone of our culture and is woven into every component of our firm.
BACKED BY A COMMITMENT TO NEVER BEING SATISFIED
Our culture builds from our transparent foundation by creating an environment that fosters curiosity and challenges our team to ask “what if” or “what about.” Our clients see this first hand when our team looks beyond the bottom line of the account balance or first sheet of a tax return and starts to challenge strategies, assumptions, and expectations.
We encourage our client advisors to explore possibilities and play out scenarios such as new estate planning strategies, exploring different tax scenarios or rebalancing based on upcoming life changes or goals. An idea or strategy may or may not work out to be the right solution. But even if it doesn’t, we want our team to consider the alternatives and put in the effort to explore and find alternatives.
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