You’ve heard us say it before: we are not a sales organization. Instead, our aim is to try to grow our clients’ buckets.
As such, you don’t hear us bragging about our “monthly numbers,” our quotas, or other short-term goals. We’re all about the long term.
Does that mean we don’t have an edge?
We’ve been thinking that maybe the stuff we skip is part of what helps us focus. Plenty of businesses right now—inside and outside the financial world—are working hard on getting folks on board. We get pop-ups offering 20% off our first purchase… once we sign up. We see ads for that special welcome gift… once we sign up.
Notice anything? These deals are aimed at the business’s short-term goal (getting you on board). They are not necessarily about your long-term wellbeing. They want you in the club, but once you jump in, it’s usually on their terms.
We love a bargain or a good deal as much as the next person… but we also know our worth. Our time is valuable. Our resources are supposed to be tools for working toward our goals. We believe the same things are true about you, our clients.
A shortcut, a leg-up, or priority treatment—they only matter if they’re heading the same direction you are. Otherwise, you may be accepting a shortcut to a dead-end.
Clients, want to know more about what this means for you? Reach out when you’re ready.
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