Many financial professionals believe that it is the responsibility of the client to adapt to the personality and processes of the advisor. They tend to rigid and believe that “their way is the right way to do things.”
The Resonate team is completely the opposite. We believe that it is our responsibility to “step into the clients’ model of the world,” gain your trust and to be flexible as we learn how to work successfully with you.
How do we do this?
First, by creating safe space which invites the open conversation about the world of the client.
(Safe space is space without judgment.)
Since our lives are a microcosm of the world at large, we expect to hear about client stress, tension, regrets and uncertainty. In addition we also are privileged to hear about what is going well and celebrate that together.
The client model of the world also reflects the larger world because it contains many aspects ranging from business to personal and from finance to family. Just as the world continues to evolve so do our clients lives.
If you are seeking the experience of working with a team of professionals dedicated to understanding you and your changing world and then partnering with you to get from where you are to where you want to be, Resonate is the place for you.
We welcome you to our family.