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<v ->My name is Frances Goodman.</v>
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I’m a financial advisor as well as the branch manager
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for the Murchison Group.
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My business consists mainly of individuals
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as well as foundations and endowments.
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Our group has a process for when we are meeting
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with perspective clients called the FIT Process.
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And we sit down with prospective clients
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and have a conversation where they tell us
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what they’re looking for in a financial advisor.
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We explain how we manage our business,
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how we work with clients,
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and then we go away from that meeting,
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have some thoughts about it, and come back together
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to see if we think that there is a fit
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between us and the client.
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And that works both ways.
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Does the client feel like we are a good fit for them
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and do we feel like the client is a good fit for us?
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Once we do take on a new client,
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we really delve into their lives
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and try to learn all that we can about them
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both personally and financially
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because we like the whole picture.
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We wanna know everything about our clients.
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We wanna know them on a personal level
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not just their net worth statement.
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Each of our client relationships has at least
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two advisors assigned to that client
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so that there’s always a backup advisor
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should someone be on vacation
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or just out of the office for any reason.
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I started in this business in 1983 as receptionist
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for two weeks, and stayed for 10 years at that firm
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and did a little bit of everything that you can do
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in a retail brokerage office.
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I was the new accounts clerk, cashier, operations manager,
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wire operator, and finally became a manager
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and then a financial advisor
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for the last 20 years of my career.
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And I think what that brings,
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my depth of experience in this industry
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is a problem solving approach.
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Our approach to managing
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our client’s assets involves discipline.
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We are extremely disciplined in our approach.
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We work with the client to come up with an asset allocation
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and a risk model that is appropriate for them.
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Markets go up and markets go down.
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It’s a natural cycle and we just encourage our clients
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to be patient and have discipline and stick to their plan.
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The values and ethics of this firm come directly
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from Reid Murchison.
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He values honesty, integrity,
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and we all believe in that as well.
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We all came to this firm to be a part of that philosophy.
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We get really good feedback from our clients
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which is rewarding for us.
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I think the most common feedback that we get is,
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thank goodness we have you to handle these issues
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that we’re facing right now.
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It just really makes you feel good to know
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that you’re helping people.
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(quiet upbeat music)