Sometimes I am amazed at the activity level going on in the office every day. The announcement board above the coffee station will have 15-20 appointments scheduled for Jason, Terry and myself and the staff will be buzzing around in preparation for those meetings. Some of those will be first appointments with someone from a workshop, class or referral.
You can sense the apprehension of those folks as they sit patiently waiting for their scheduled time after being greeted by Carol and they nervously sip their coffee in anticipation of what that first meeting will be like. Will they feel awkward because they have not already made the effort to develop a plan? Will they feel pressured or uncomfortable in that meeting?
Some who come in that day will be second, third or fourth meetings with folks who are in the process of working out plan details and putting everything necessary in place. These folks are more relaxed in their demeanor. Familiar with the surroundings and anxious to continue the process they have begun. Their conversations are more relaxed as they sip their tea or coffee and they are starting to become part of the financial family. Others who visit are there for their annual reviews and usually they express to the staff how grateful they are for the chance to meet and not be forgotten, a promise made to all who trust our firm. This group is much more relaxed. Perhaps they will speak of a client event they attended in the past 6 months or so or some other contact they might have such as weekly thought of the week updating the managed money clients on their fund managers’ insights. A few stop in daily for some needed paperwork to process or other service need as well.
What pleases me the most at the end of the day is that no matter where someone fits into the mix that at the end of the day I can say I genuinely feel that no matter why they came that day that I know that our team, our staff met the needs of each of those who came in that day and did it in the most caring, professional manner possible.
That is what we work and strive for and I honestly believe succeed at daily. There is so much more than just providing products. What a wonderful team of employees we have here at Synergy. How hard they work every day to serve the needs of those who have trusted us. What a neat thing to be a part of.
- Posted: Dec 10, 2015