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digital communications
The One and Only Us
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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Play the audio version of this post below:
The One and Only Us – 228Main.com Presents: The Best of Leibman Financial Services
This text can be found at https://www.228Main.com/.
[Q&A] On Work Life
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Our Work With You
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.
Our Digital Communications: 4th Anniversary
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.
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