There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data.
Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success.
They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one.
Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
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Investment Advisor Representative
I am an acknowledged fiduciary
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Bachelor of Arts - Double Major: Business Management and Economics
The content provided is for informational purposes only, and should not be considered a recommendation of any particular strategy, investment product or investing advice of any kind. The views and opinions expressed are those of the author and do not necessarily reflect the opinions of Spire Wealth Management LLC, Spire Securities LLC or its affiliates. Investing involves risk, including the possible loss of principal. Always consult a financial, tax and/or legal professional regarding your specific situation