Clients First We have earned the trust of our clients and put their needs first. What our clients enjoy is the fact that we are available, approachable, and helpful.  

Process and Plan

Our unique and defined process and the fact that every client has a solid financial plan allows them to feel secure, even in times of uncertainty. We plan for various life scenarios, and the unknown. Planning, structure, and forecasts creates comfort.  

Team Approach

A team approach allows more hands-on-deck for times where speed and personalized service is best. having a dedicated team of professionals who have a caregiving personality helps to spread our message to all of our clients while still maintaining a high level of holistic service. the team’s willingness to adapt to technology during CoviD-19, like with Zoom Meetings, electronic sharing and signing Documents. our ‘tech savvy’ adaptable team deliver a great client experience with the high-quality service we always promise.  

Communication

We increased communication with our clients, team, suppliers, and other business owners and leaders. We increased our communication to our newsletter email contacts, started doing live webinars (recordings found on YouTube, searching Watson Investments), and we launched an Instagram account: @Watson.Investments.  

Conclusion: Looking Forward

In my view, the future of our industry will involve more people paying closer attention to their wealth and realizing that if they did not get great service this past year in particular, or don’t have a written financial plan, then a change is needed. We will continue to see a trend of clients moving from investment only advisors to companies that take a holistic approach to wealth management, managing investments, as well as financial plans, retirement plans, risk management, cash flow projections, estate planning, to name a few. We will continue to be there for our clients and help them have the best customized plan that leads them to continued financial success.   By Jennifer Watson Watson Investments