Making it all worthwhile
Yesterday, we had an annual “Forward Planning Meeting” with one of our clients (we don’t do reviews as by definition they are backwards looking and there isn’t much any of us can do to change that. As I tweeted earlier in the week “My interest is in the future because I am going to spend the rest of my life there” – Charles Kettering).
As per normal we started off with them completing our “Spiders Web” to help evaluate how happy (or otherwise) they currently are with various different aspects of their lives. This provided some interesting insights and a great discussion about what was really important to them (because its not about the money) and some things that needed to change.
We then went on to consider their cashflow and stress tested several different scenarios as well as some housekeeping issues re getting better returns on cash etc. They left with homework to come back to me with the joint vision of their ideal future lifestyle, rather than the compromised one that they currently have (a realisation from this meeting).
A great meeting, lots covered and a clear plan of action to provide even greater clarity for their future lives and organising the money to make this a reality.
The icing on the cake, however, arrived this morning in a follow up email from them. As you may have noticed, we have been asking clients for some feedback / quotes that we can use and attribute on the website. Well this is what they said:
“We came from London to Yorkshire in 2000, leaving a trail of financial advisers behind us, but it was far too long before we came to BDB. We regard them as the source of advice we were so badly lacking. We find Andrew clear, thoughtful, ethical, patient and precise, alert to our true personal wishes, expert at extracting those from us, utterly reliable in helping us to achieve them. A great team!”
What a great job I have!