By Scott Hume
Surely, we differ from other businesses in a few ways, but perhaps one of the main differences is how we grow and prosper. Simply put, referrals are what make our business flourish, and we are grateful for them.
But we bet you didn’t know that your generous referrals are especially important because of a strange rule in the financial services industry. You see, because of regulations in our industry, sharing, posting, or advertising testimonials from clients is strictly prohibited, regardless of the experience. So, because we can’t use testimonials, client referrals are not only valuable but essential to building our company!
Thankfully, we’ve been fortunate to work with a wide range of clients who show their confidence in us by referring their friends and family to our firm. We believe these referrals happen for a few different reasons:
1. Our Dedication To Helping Others
We have a genuine desire to help others. We want to assist people with things that are truly fundamental to them and their families. Finances are indispensable. Insurance is necessary. Planning is vital. But most people seem to struggle with making decisions in all of these important areas. We desire to use our strengths to guide individuals in these extremely significant areas that come effortlessly to us.
2. Our Independence
In order to ensure that we wouldn’t be limited in the ways that we can serve our clients, we chose to become independent financial advisors. This means that we are not tied to any particular company, product, quota, or ideology. Therefore, we can do what is truly in your best interest. We put you first, and seeing you succeed is our top priority.
3. Our Wholehearted Commitment To Our Clients
One of our favorite aspects of our line of work is the freedom to choose with whom we work. When it comes to new clients, we strive only to take on those with whom we believe we can make a significant difference. Because we genuinely care about our clients, we work hard and take our responsibility to them very seriously. They trust that we will work diligently to make sure things are taken care of and done according to their plan.
Salish Wealth Management is a full-service financial firm committed to assisting clients as they pursue their financial goals. Our mission is to use our client-first process to work with clients to help them identify goals, create a customized plan, and walk alongside them as those goals are accomplished.
4. Our Guarantee Of Transparency
We are committed to providing real value in what we do, with reasonable fees that are clear and understandable. We aim to make a complicated process simple and educate clients to make well-informed financial decisions. We founded Salish Wealth Management to form a close-knit practice of loyal clients, providing comprehensive financial services with a personalized, one-on-one approach.
5. We Are Never Too Busy To Help
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each client as well as their loved ones. When you have questions about your financial future, we are here to help. If you have a friend or family member who has questions or needs unbiased advice, we are always available.
If you’re a client and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Go ahead and pass along this article to your friends and family and let them know we are happy to speak with them if they have any questions. Get in touch with us today by calling (360) 671-5900, or shoot us an email at firstname.lastname@example.org for a free 30-minute portfolio review.
About Scott CFP®
Scott Hume is the founder of Salish Wealth Management and a CERTIFIED FINANCIAL PLANNER™ with more than two decades of experience. Prior to forming his firm, he managed two local financial firms. Today, he works with affluent individuals, families, and local businesses to help them plan and execute their financial goals, providing comprehensive financial planning and cross-border investment management. In his free time, Scott likes to spend time with his wife, Darlene, and children, Claire, Curtis, and Corbin, on their hobby farm raising lambs, chickens, and pigs or visiting his grown daughter, Chelsey, in Eastern Washington. He is an active member of The Rotary Club of Bellingham, Bellingham Chamber of Commerce, and The Estate Planning Council. In addition, he is very involved in the local aviation community and is an active member with Cornwall Church, volunteering his time to financial counseling and serving on mission trips in South America. Learn more about Scott by connecting with him on LinkedIn.