See Part 1 of John G. Finley here.
What have I learned after two months on the job?
- I learned that the advisory/wealth management side of the investment business is far more comprehensive and complex than bond management due to each client’s unique financial profile, risk tolerance, tax status and life experiences.
- I’ve had the distinct pleasure of getting to know my new colleagues better and seeing how each of them contributes to the team, whether it be creating a client financial plan, answering taxation or Roth IRA questions or suggesting insurance products tailored to our client’s needs.
- My third lesson is by far the most important and is actually something I’ve known quite well for many years in the financial services business (but always bears remembering):
the client is everything.
Helping clients meet their financial goals is the reason Coyle Financial Counsel exist, and client satisfaction is the driving motivation of absolutely everything we do. I am absolutely delighted to be a part of this experienced, talented and inspirational team!
I would love to hear from you. Call me, (630) 221-9222, or send me an email: John G. Finley.
Posted on Wed, June 1, 2011
by John Finley