Photo by: Sage Ross licensed under Creative Commons Attribution 2.0 Generic
CLIENT SUCCESS STORY #1
Client Profile: Laurence Sunderland (not his real name)
Occupation: Business Owner – Residential and commercial alarm systems
Prior to meeting with IRONSHIELD Financial Planning™, Laurence’s confidence in his advisor was diminishing. He felt that his advisor was presenting mostly “smoke and mirrors” as there seemed to be a “lot of activity without any tangible results”.
“I felt a certain level of anxiety at the thought of having to figure out how to fix the problem but knew that if I didn’t address it, years of hard work and savings would ultimately disappear”, said Laurence. As a husband and father of two university-aged children, this was unacceptable.
One good introduction was all it took to turn things around.
Laurence was talking to a good friend about his concerns. Laurence’s friend then asked “What are you going to do about it?”
Laurence thought about it and said he didn’t know.
His friend said “I know someone I could introduce you to. If I asked Scott to call you, would you take his call?”
And that was all it took to help out a friend.
After a few meetings, Laurence decided to begin working with Scott and his team because, as he put it, “[Scott] gained my confidence through his process of ‘educating me first’”.
“Never before had anyone gathered so much information… and then been able to turn around and present their findings in such a straight-forward plan” Laurence said. “Scott covered much more than I had initially been hoping for… the comprehensive approach found in The KAIZEN Financial Planning Process™ provided me with a clear and practical strategy well beyond my investments. I now have confidence in my plan.”
When Laurence was asked how he feels now, he said “I feel that Scott has earned my trust and that… leaves me feeling secure and optimistic about my choice of advisors”.
– Friends don’t let friends quietly suffer financial misfortune –
