Last week I spent a good deal of time putting the finishing touches on a new initiative I call eVault. The plan is to roll it out during my quarterly portfolio review meetings which begin this week. I have also spent time determining which documents or information I lack so when I meet with clients I can remedy this. Some of the documents include my Confidentiality Agreement, Investment Advisory Agreement, and Financial Planning Renewal Agreement. There may also be some services I may not have discussed yet with clients, such as online account access, consolidated statements, and more.
I’m also planning to go over their goals and make sure I have up-to-date information on their family. After all, family matters. Have there been any new grandchildren? Did they do anything special for little Johnny’s birthday? I’ve never met anyone who wasn’t interested in discussing their family. So, in a nutshell, I am pushing to get to the point where every client has every possible benefit available and I know much more than just names and numbers. This business is really about focusing on the person, something I am eager to do. Let’s get back to the eVault I mentioned earlier.