Advisor’s Edge
July 20, 2023.
In an article with Advisor’s Edge, Craig Machel discusses the importance of knowing your client, starting from scratch and getting to know one another regardless of whether the client is off the street or a referral from within the firm.
“Taking on a new client is about more than a fit with our investment philosophy; I also look for personality fit between clients and our team so that we want to work with one another. I ask clients to tell me about their personal philosophies so we can see if our approaches to life align or would get in the way of an enjoyable relationship.”
