Michael and Tina Tannery, of Tannery Wealth in Richardson, Texas, are one of the top-performing teams within LPL. After careers in the wirehouses, the two went independent more than six years ago. In a conscious move, the two drastically pared down the number of relationships that they kept; from 600 to six. As independents, Michael and Tina wanted to focus on building, and maintaining, incredible relationships with all of their clients. This all began with a desire to work with only those clients who were completely in synch with their principles, ideology, and personal style.
As they have built their practice back to 106 relationships, Michael and Tina have been relentless in creating a circle of homogeneous, like-minded clients. An emblematic example of their community-building effort is their “Fearless Forecast,” a much-anticipated annual client event. For the most recent one, during a driving Texas rainstorm, 70 people showed up for a night of forecasting, wine, and fun.
Michael and Tina have built a practice that is predicated on three important tenets:
1. Follow through…Always do what you tell your clients that you are going to do,
2. Help them solve their need, whatever it is,