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One of the blessings of a periodic travel day is time to think. My thoughts about our work together recently crystallized at 40,000 feet in the air. The guts of our business may be captured in a single sentence:
People who know us believe we are worthy of helping them manage some part of their net worth.
This thought has three distinct facets.
1. “People who know us” highlights the key role of communicating our principles and values. Who are we? What are we doing? Why are we doing it?
2. To determine if “we are worthy” of helping you, it helps if you can get a feeling for our competence and consistency. Whether we are focused on your results or ours is a key thing, too.
3. “Net worth” figures into our work. We strive to help you two ways, by investing effectively and helping you frame major financial issues so you can make effective decisions. The better off you are, the better off we will be.
It seems to us that this concept of the financial advisory business is timeless, has always been true. Yet our experience with 21st century communications over the past few years says each facet is powerfully improved by the new methods.
People get to know us much more quickly by reading our blogs and seeing the videos. What makes us tick? What are we focused on? Are we paying attention to business? Do we care about our clients? This digital presence makes it easier for you to form an opinion about our worthiness to work with you.
Apart from all that, we know that communication can help drive understanding and attitudes about effective investing behavior. Although some do not need it, others may benefit from the perspective and context we provide. If we are successful in promoting effective investment behavior, we may be helping people build their net worth over time.
It feels invigorating to be using 21st century methods to do business according to timeless principles. Clients, if you would like to talk about this or anything else, please email us or call.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
As we complete four years in the world of digital communications, it makes sense to take stock. What have we gotten done, where are we headed?
We began with three thoughts. We had the intent to be able to communicate at the speed of light when events demanded – sort of a civil defense system for times of stress. And we wanted to communicate with all of you each week about our current thinking on a wide variety of topics. Finally, make available a complete archive of our philosophy and strategies, for you to find and read on your schedule, available 24/7.
We worked out a way to deliver these things with a combination of three methods. Nobody needs to access all three, but we can reach more of you by being more places.
228Main.com hosts our blogs, nearly 400 already published, one or two new ones each week. Daily posts in social media offer additional features, plus links to the blog articles, comments about developments in our thinking, and weekly short videos. And weekly email newsletters provide links to the new blog posts and videos, along with schedule notes.
We love the way you forward emails or like or share our Facebook or Twitter posts. Some of your friends and relatives have gotten to know us this way, at their leisure, with no threat of us bothering them with unwanted approaches (as if we ever would!) The 21st century is a great place to live if you like to communicate.
We are working on consolidating selected blog posts into books, thinking about a YouTube channel to make our video library more searchable, and continuing to explore new ways to communicate.
21st century communications played a key role as we met the challenges of the last few years. But instead of being a pale substitute for the way we had done business before, we learned that more communication is just plain good for you and good for us.
If you would like to talk about this or anything else, please email us or call.