Client Advisory Board Meeting Recap

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

TFG Client Advisory Board Meeting 10/29/2018

On October 29th we held our annual Client Advisory Board and once again it was a great success! Our clients provided us with insightful feedback which we are excited to share with you (and which we intend to implement).


Our clients have made it known that our Website insights (including our blogs, market commentary and monthly newsletters) are a very insightful read that they all appreciate. We also discussed our newly inaugurated “Pet Blogs,” which discuss financial planning issues from the viewpoint of our pets (who happen to be really smart!) The Client Advisory Board also expressed great appreciation for our expertise in so many areas and our company’s transparency regarding our fees and services. They believe that it helps to create a trustworthy relationship.

The Board would like us to update them during times of market volatility, and we are working with our Compliance Department to provide more timely written communications. Furthermore, tariffs, algorithm trading, cyberattacks and overall market education is another priority the Board would like us to educate and communicate with them about, particularly through our weekly newsletters. The Board also asked that we send a survey asking about communication preferences so we can better customize our outreach. Stay tuned for our work in this area!

Client Events and Client Appreciation:

Going even further, the Board was grateful for the attention they receive, whether through phone calls, meetings, video chats, gifts or client events. They particularly liked the Holiday parties, baseball games and homemade holiday cookies. The Client Advisory Board liked the feeling of “community” and they asked that we continue to hold events and to “basically keep it coming!”

Giving Back:

The Board loved that TFG is holding educational workshops in local libraries, which we will continue. As a result of last year’s feedback from our Women’s Advisory Board, TFG created a Girl’s Who Code Club and we are underwriting and teaching the club on a weekly basis in Waldwick. Apparently, Girls Who Code is tremendously important to our clients, and the class has flourished significantly. As a result, the ongoing start-up of a new Girls Who Code Club is in full effect and we are looking for a second location in Asbury Park (hopefully). See the link here for more information [].

We so appreciate the time and energy of our Client Advisory Board. We look forward to our second annual Galentine’s Day Chat (aka Women’s Advisory Board) on Wednesday, February 13th at 5 pm in our offices. The Galentine’s Day Chat will then be followed by dinner at Café Panache. Ladies, I hope to see you there!

facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.


Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
1 2 3 219 220 221

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation