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Letters from the ❤️: April 2024

Letters from the ❤️: April 2024

| April 09, 2024

March 31st, 2024, marked seven years since I became an independent financial advisor. I still remember the taste of the cocktail full of excitement, fear, and uncertainty. After taking that leap of faith, I am happy to be able to practice my craft in a space free of a corporate agenda and be able to focus only on you, our precious clients! It’s been an interesting journey for Eric and me to figure out our processes, resources, ever-evolving technology, and a multitude of financial products.

I am forever grateful to the clients who said yes to me back in 2010 when I first started my practice, and who kept their faith in me when I went independent, who saw more value in our relationship than in the name of the custodian on their statements. I also want to thank all the clients who joined us in the past seven years. Eric and I appreciate the opportunity to be of service to you. We both enjoy coming to work and always look for ways to make your lives easier and improve your financial picture.

When I talk to my friends in the industry, in the bank channel, and in discount brokerages, I am reminded how lucky I am to be an independent artisan with the support of a large custodian who has no other profit centers than their service to independent advisors. LPL’s commitment to offer the best platform for independent advisors is unwavering. I appreciate how they balance the challenges of allowing a variety of plug-and-play tools with technological and security requirements.

Looking forward, I am excited that we are now established in our own office building, in the beautiful energy of the foothills and view of the downtown skyline. In the next chapter, we are looking to add more talent to the team with another set of eyes and a fresh perspective. We are also working to bring back more seminars and educational opportunities. Stay tuned!

Thank you for your continued relationship and for taking the time to read my musings!