Takeaways from Our Annual Client Advisory Board Meeting

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Published by Taylor Financial Group

As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting in the Autumn, where we discuss all things Taylor Financial Group – where we’ve been, what we’re doing, and how we can create the best possible experience for YOU!  This year we had the pleasure of having our veteran Board Members join us, as well as some newcomers.  They all took time out of their busy lives to give us their invaluable feedback, and we couldn’t be more grateful!

So, what did we take away from our CAB this year?  So much!

Things We’re Doing Well

If you’ve been around long enough, you know that we’ve always had a passion for helping women.  But, this year, we went “all in” on women!  We couldn’t help ourselves.  We saw the need for women to be educated and empowered now more than ever, as women make a huge difference for their families, their communities, and in the World.  So, we took action.  And, it seems you all noticed.  As we see this shift in wealth and opportunities, we are making a difference in the lives of women and their families.  Thanks for your support!

Also, as a result of your feedback, we recently changed the layout of our weekly newsletter, The Week Ahead, so that it is cleaner and easier for you to navigate and decide what is of interest to you.  This change has been well-received, and we are happy to hear it.  Ultimately, it’s all about making life easier for you – from the biggest things to the smallest things.  We try to pay attention to every detail of the client experience.

Other things our clients seem to love and find valuable include:

  • thoughtful and personalized financial plans and investment advice
  • flexibility in scheduling portfolio reviews and other meetings
  • organizers, checklists and charts we make available on our resources page on our website
  • financial education offered through workshops and one-on-one meetings and calls
  • Guidance through clients’ specific life events and addressing individual needs
  • family-oriented and social client events

What You Asked of Us and Where We’re Headed

There’s a lot going on in our World today.  Political issues continue to be front and center, despite the presidential election having been a year ago, almost to the day.  New tax laws are creating all sorts of issues to be addressed.  And we’ve had a wave of natural disasters that have caused devastating loss and left plenty to be repaired and recovered.  Somehow, in the face of all of this, the financial markets continue to thrive.

Going forward, you asked us to give you more of Debbie’s opinions and thoughts on current events and how they do (or don’t) affect your future (and your present).  So, we will be covering Debbie’s perspective on a bunch of different topics related to your investments and financial well-being.  Of note, we want to simplify investment topics and make them easy for you to understand.  We’ll talk about rising interest rates, concerns over potential market drops, and Debbie’s favorite (and least favorite) investments, amongst other subjects.

You also asked us to get even more involved in helping your whole family!  We have always offered our assistance in this way, but it’s come to our attention that you may not be aware of it.  We’re here for you and your parents, your children, and even your grandparents and grandchildren.  We can offer advice in all areas of family planning, including preparing for caregiving responsibilities, planning for long-term care situations, saving for college, helping your adult children get their finances in order, and even advising you and your loved ones through different life events that require financial considerations, like marriage and purchasing a home.  In order to give you all the info you need at your fingertips, we will be releasing a series of “family planning” emails.  Also, in the New Year, we will be encouraging you to schedule a family meeting, where we can discuss important family planning matters, and figure out how we might be able to guide all of you.

Other things we will be doing:

  • adding various Life Event Checklists to the resources page on our website
  • adding a family cooking demo and financial workshop to our Spring client events calendar, for families to have fun and come together to learn about finances in a “safe” setting
  • offering some “healthy” food options for client gifts

Although our Client Advisory Board meeting only happens once a year, we welcome your feedback all year around.  If you want to speak with us about any of the above, or if you have additional comments or feedback, please email or call Melinda at mlugo@taylorfinancialgroup.com or 201-891-1130.  Also, stay tuned for a short Client Experience Survey we will be emailing to you soon.  We truly want to make your experience with us the best it can be.  Help us do that!

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