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You’ll NEVER Be An "Account Number" Here!
I have no aspirations to have our business serve thousands of clients. Unlike companies you see today in financial services like Fidelity, Merrill Lynch, Morgan Stanley, Ameriprise, and Edward Jones who have large "transaction based" businesses for thousands of customers, I have very carefully structured our business to experience an intimate relationship and provide an extremely high level of value and benefits, for a small number of clients. (And, thanks to today's technology, we can do everything the big firms can do)
As you can imagine, providing that personal, specialized, 'first class' attention takes time. Because of my desire to preserve and maintain this intimate level of service, continue the frequency of my one-on-one meetings with our clients, and continue to host our quarterly client appreciation events, I have determined that the number of new clients I will accept in 2011 will be 15.
And, that number will diminish each year in the future eventually ending with me choosing not to accept any new clients. That now appears to be only a handful of years away.
When you are a client, you will continue to receive the attention and care that you've become accustomed to and never be passed on to a "junior" advisor right out of school. You will continue to work with me personally.
Pat Strubbe
Founder and Owner