client communications

How Teamwork Makes the Dream Work

The team at 228Main.com is growing! You might get to see a new face or hear a new voice, courtesy of our partners at LPL. Let me introduce our latest client services teammate.


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Here We Grow Again: Welcome, Whitney!

headshot of Whitney Engle

One of the blessings of our enterprise is the way it grows, by word of mouth. One friend helps another by introducing them to us, or putting them on our email newsletter list, or forwarding a blog post. When we focus on growing your buckets and meeting your needs, our needs get met. 

Growth brings challenges, of course. We have staffed up from time to time in recent years to continue taking care of the business. Now we are embarking on a new and more flexible arrangement. A few benefits to our latest expansion: 

  • We get the expertise we need to keep our operations and logistics flowing more smoothly. 
  • We add another lovely teammate to help serve the best clients in the whole world! 

With that in mind, we want to welcome the newest member of our team. Whitney Engle comes to us by way of LPL Financial’s Administrative Solutions program. She is a full-time LPL employee, well-versed in all the systems and processes. She now works with us from afar, though the distance is no obstacle. Phones and email help bring us together; it’s one thing I learned with all of you in the last chapter of life. 

I believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Whitney is joining a client services team—along with Patsy Havenridge and Larry Wiederspan—that plays a vital role. 

We’re grateful for Larry’s long service; hard to believe it goes back eight years! And Patsy, four years in, has been a joy to have in the shop. With Whitney’s help, we are better equipped than ever to take care of business. 

Whitney will assist us with paperwork and logistics: it’s the work we may need to create new accounts, monitor requests, interface with mutual fund companies, guide us through home office processes, and help with a variety of other tasks. 

When she’s not hard at work, Whitney tells us she enjoys spending time with her two boys, taking care of a menagerie of animals at home, and cruising the country roads on a skateboard. 

Another friendly face joins the team, and we are glad to have access to a talent like Whitney through our partners at LPL. We’re looking forward to an arrangement that’s good for you and good for us. For the months and years ahead, staffing is key to helping us help you. So we’d like to offer a hearty welcome to Whitney! 

Clients, when we need to chat about anything, be sure to reach out—anytime.


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This text is available at https://www.228Main.com/.

Let’s Talk! (You Couldn’t Pay Me to Stop)

Converse, communicate, babble, blather, rant, rave… I love to TALK! Preaching to the choir, but it’s worth reminding everyone: I’m here to do this. By choice. More in this week’s aptly-titled video.


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The Best Way to Be Two-Faced

In Roman mythology, Janus was the deity of beginnings, endings, and transitions. He was all about passageways and traveling. I’m thinking about him as I reflect on where 228 Main has been—and where it’s headed.


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A Thanksgiving Message: On Giving Thanks When It Matters

Won’t you join me? I’m getting in the spirit! A little personal reflection for this fine holiday week.

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Fresh as a Rose

photo shows pink, yellow, and red roses in a garden

Maybe you remember having to write a persuasive paper or give a persuasive speech in school. The structure of such a composition could be pretty simple: describe a problem, then present a solution to that problem. Done.

I remember this kind of prompt when I see ads today for certain products, especially those related to… the nose.

“Your neighbors will notice your home smells like garbage… if you don’t buy this spray.”

“You’ll never find romance… without our mouthwash.”

Advertising in this country has relied on these types of messages for decades. In fact, the first commercial deodorant makers realized that in order to survive they would need to convince Americans that sweating was an embarrassment. (Your human body leaks? How unseemly!)

Fast-forward, and these products do sell! Scented garbage bags, room sprays, and body washes have become staples for many households. And don’t get us wrong, we’re not suggesting these products don’t have their uses and pleasures.

But it’s pandering to exaggerate about “how much poorer your life will be without this one specific solution I have to offer… and it’s available! Call now!”

We’ve got nothing to sell. We’re not going to provoke a sense of shame or pretend to be high priests. Wherever you are, wherever you’ve been, (however you smell?!), we are here to try to help you strive toward your goals—however you identify them.

The problem/solution formula makes plenty of sense in its own way: of course we want companies and brands to help us improve our daily lives! On the other hand…

We don’t need the world to believe it stinks to be of service to others.

Clients, we’re here for you on your schedule. Let us know how we can help.


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In Business to Talk All Day

graphic shows Polaroids picturing the logos of social media platforms and our newsletter and weekly videos

Dire need first drove us to it. Fortunate circumstances made it possible. Now, with more dedicated resources than ever, it’s clear that 21st century communications have transformed our work with you. 

Now we are striving to be available in the forms and places that suit you best. And believe it or not, we think our communications with you are an important part of our mission to try to grow your bucket. 

Clients, maybe you’ve experienced this in your own work and communities. Keeping the channels open is not an extra step you add onto your relationships: communicating is just part of it!

Our work is really a joint venture, a collaboration with you. It does not matter if we can find favorable investment opportunities and manage portfolios in advantageous ways if clients don’t understand why we are doing what we are doing. They might feel driven to sell out at what could be the wrong time. No guarantees that our views are right, but at least you will always know what they are. 

This is why our bountiful communications with you are so key. You know what we are doing; you see our principles in action. With all that, you tend to stick with the program at crucial times when it might otherwise have been difficult to do so. 

For instance, with the best clients in the world, we can take on unpopular but potentially profitable ideas. And we don’t need to jump on every fad or chase popular but overpriced concepts. Each week you hear from us—and get our take on which stories are actually news worth knowing. 

We’ve been working on improvements in our communications program across the last year. Whether you prefer to read, or listen, or watch, you can find us! Have you caught us on our website, or visited the podcast, or watched us on YouTube? Or do you like your content best on social media? 

Here is an update of where you can find us: 

  • The blog at 228Main.com now includes an audio version of every post, playable right below each story. 
  • Want audio only? It’s available as a stand-alone podcast on SpotifyGoogle, and Anchor
  • The weekly “Clients, You Know What I’m Talking About!” videos and more are available on our YouTube Channel. Subscribe or drop in anytime. 

  • The email newsletter “The Weekly Note” rounds up the best of the blog, socials, and updates—short and sweet, in your inbox just once a week. Leave your email here to get it. 
  • You can also find news and notes and commentary from us daily on socials, at FacebookTwitter, and LinkedIn

Clients, you can make it interactive any time you want, by replying to an email newsletter, calling, or stopping by 228 Main. We love to hear from you! 


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This text can be found at https://www.228Main.com/.

The One and Only Us

graphic shows a framed picture on a wall with a collage of all six 228Main.com employees smiling

Clients, I’m one of a kind. I’ve worked many years and traveled many paths to be the person I am today.

Even though I’m the one and only Mark Leibman, I get to do what I do as part of an amazing team at 228 Main. I notice this truth now more than ever.

The enterprise has three core activities:

  • We talk with you about your plans and planning, to sort out how best to connect your money to your life—your goals.
  • We research and manage investments, striving to grow your long-term buckets.
  • We take care of the logistics and paperwork you need to try to get where you are going.

I sometimes say I am in business to talk all day, but as you can see from these notes, it takes the whole team to make that possible.

Four of us here in the shop contribute to our communications. Three of us collaborate on investment research and analyze portfolios. Two focus on logistics and paperwork, taking care of details.

While I spend the most time with you, Caitie Leibman directs our communications, which really is just another way to talk to you, with contributions from Greg Leibman, and Billy Garver, and me. Greg, Billy, and I work on research and portfolios. And Patsy Havenridge and Larry Wiederspan take care of service—the paperwork and logistics.

The buck stops with me, of course: I take responsibility for investment decisions and trading and recommendations and everything, but I could never accomplish by myself the things we are able to do as a team. We are working with more than $100 million for clients in twenty states.

I’ve often said that if there were three of me, we’d all be busy. But the world does not need any more copies of me. Every member of the 228 Main team knows that the better off you are, the better off we will be—and they each contribute skills and abilities I don’t have.

I couldn’t be more proud of them.

Clients, is there anything for which you could use our team’s perspective? Call or write, anytime.


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Why the Headlines Don’t Matter

photo shows an out of focus stack of folded newspapers on a wooden table

You know that we love all the benefits provided by 21st century communications. We can connect with you almost instantaneously, in a variety of ways.

But in the last few decades, these speedy possibilities have driven many outlets into what’s called the 24-hour news cycle: parties with messages to share feel the pressure to deliver their coverage the fastest.

In some arenas, the speed matters. (Can you imagine a traffic report coming out after the fact?)

We don’t feel that pressure. We don’t worry about churning out our stories at 228Main.com.

So why don’t we have posts every day? Why don’t you see my face on your screens all the time?

Because the news cycle is all about directing resources trying to capture attention… And we’re not in the business of “capturing” anything.

Instead, we like being consistently present. Our media give us an outlet to think more deeply about our principles, make sure you know what we’re working on, and communicate important strategies for the big themes in your (our clients’!) lives.

So when can you expect to hear from us?

  • A little each week, online, where you can take in as much as you want. (Not getting our stuff? Drop your email here for our 5-minute weekly digest.)
  • When there’s a new bargain we’re excited about.
  • As there are changes that could affect your portfolio.
  • If your goals and plans and planning reach new milestones.

So here’s what the 228 Main news cycle comes down to… The calendar is not the boss of us. The internet is not the boss of us.

The financial news outlets aren’t even the boss of us.

You are!

Clients, got something we need to hear? Call or write, any time.


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Play the audio version of this post below:

This text is available at https://www.228Main.com/.