Prior to becoming a financial advisor, Greg surveyed and interviewed hundreds of affluent families, regarding the attitudes and preferences they have toward the financial advisors they work with. He also interviewed countless financial advisors about the way they interact with their clients.
As a result, Greg discovered that there is a significant gap between the service clients want and the service they receive!
Clients simply must be the first priority, and Greg is constantly looking for ways to serve them better. The knowledge he has gained about transparency, integrity and communication are invaluable to him – and to his clients. |
