We recently wrote about our plans to keep on managing your needs, and those of the friends and loved ones you keep sending to us. Bottom line, we have to scale up.
Greater effectiveness gives us the time we need to talk to you and understand what you are trying to accomplish. Our systems and our staffing are key to the effort. The scale we are building adds to the resiliency of the organization.
An interesting byproduct of intending to work to age 92 is that the business seems as frisky as a puppy. Why? Maybe because I have thirty more years to work. While some of my colleagues are coasting into retirement, we are planning for the decades ahead.
Those plans are getting exciting.
1. You know about the understudy to our Client Service Specialist Larry Wiederspan: Patsy Havenridge, Client Service Assistant. She is already on the job, working and training with Larry and Greg.
2. Technology Associate Max Leibman is working on a project basis, part-time, building a new operating system for the business. This will last through year-end, or longer. This new system will be a platform to automate and simplify our administrative tasks, freeing up our staff to spend more time with you and on seeking opportunities to grow your accounts.
3. Our Marketing Associate Caitie Leibman, within three semesters of her doctorate in English, is spending some part-time hours for the firm–outside of and without interfering with her current work as Director of the Writing Center at Doane University. Fittingly, she is collaborating with Greg Leibman to improve our communications and provide more consistency.
4. Caitie’s partner, Operations Associate Billy Garver, is also engaged in projects for us. His master’s degree in statistics is a good base from which to add depth to our research and portfolio management capabilities. His work with online course content provides some insight into things we are trying to do with http://www.228Main.com. He will continue to serve on the adjunct faculty at Doane University.
We cannot know whether the current projects turn into more permanent connections with these talented people. But having more of the next generation more involved with 228 Main is wonderful.
Clients, if you would like to talk about this or anything else, please email us or call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Doane University and LPL Financial are not affiliated.
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