I Have Something Important To Tell You About My Conversation With An Advisor This Morning

Tuesday, November 22, 2011 13:53
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I Have Something Important To Tell You About My Conversation With An Advisor This Morning

Tags: Offbeat

This morning I spoke with an advisor, let’s call him Jay, who I’ve known for about 15 years. I won’t use his real name because I never intended to write about the conversation. But there’s something important I need to say about our conversation.

 
Shortly after I started Advisor Products in mid-1996, Bob Veres, who really liked me back then, wrote a rave review about my client newsletter, and Jay was one of about 150 advisors who contacted me for information as a result. I called every single one of those 150 advisors and spoke with each one about their practice and my new business.
 
Jay did not buy the client-newsletter back then, but I always remember speaking with him then because he was smart, independent, and thoughtful. Over the past 15 years, I’d see periodic requests from Jay for information about Advisor Products and we ran into each other at conferences every few years.
 
Three years ago, when I started a weekly educational webinar series for private wealth advisors, Jay became one of hundreds of irregular attendees at A4A’s weekly webinars at 4 p.m. EST every Friday.
 
Yesterday, I saw Jay’s name on a website order form faxed to Advisor Products. As you can imagine I was happy to see that. So I wanted to call Jay to say thank you for, at long last, becoming a client of Advisor Products.
 
When I checked the Advisor Products CRM system for Jay’s phone number, I was surprised to see that Jay has been a website client of Advisor Products since early 2004. Which brings me to my point.
 
Jay said he faxed the order form because he wanted a website redesign and AdvisorVault. He’d been thinking about doing it for two or three years. Sending PDFs by email, after encrypting and password-protecting it, was too much hassle. Plus, he wanted an organized database of his clients’ financial documents. And Jay said he really is looking forward to sharing documents with accountants and attorneys who work for his 140 clients.
 
Then, Jay told me what he thought about A4A and he told me it was really good. He laughed with me about how totally independent A4A is on topics affecting the advisor business and professional movement. And he told me that he appreciated my calling to get his feedback.
 
“Happy Thanksgiving,” Jay said before we hung up.
 
Which really does bring me to my point.
 
My conversation with Jay reminded me that I am so thankful to you for caring about my work and for your encouragement.

 

Advisor Products, the marketing company I started in 1996, is big enough so that I did not know that Jay was a client. Thankfully, that business is so strong that I can’t know all of the advisors using our services, and it is growing stronger now because we’re doing work that helps advisors and their clients.
 
Meanwhile, Advisors4Advisors, the online practice management website for private wealth advisors I started a little over two years ago, is poised to do great things, and it gives me great satisfaction.
 
Jay gave me great feedback on my work at Advisor Products and A4A, which reminds how lucky I am.
 
My two kids are in good colleges and growing into good people. My wife still seems to love me and our life, and our three dogs are loyal pals.
 
And because of the support you’ve given me, I pretty much every morning wake up and can’t wait to work.
 
Advisors have been very, very good to me and I just want to say thank you.  
 

 

This Website Is For Financial Professionals Only


Comments (4)

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Joshco0752
Andy, nice sentiment. Happy Thanksgiving to you and your family also.

Josh Patrick
Joshco0752 , November 22, 2011
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johnvpicone
Thank you Andy, your site is of great value to us. Have a wonderful Thanksgiving, and thank you for your hard work. Much appreciated.

John Picone
johnvpicone , November 23, 2011
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A touching story Andy -- thank you for sharing it. I'm Grateful to be a contributor to A4A.

Happy Thanksgiving to you and yours!
This e-mail address is being protected from spambots. You need JavaScript enabled to view it , November 23, 2011
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timknotts
You are welcome Andy, and in turn I am thankful that Advisor Products is part of our practice, as well as to our clients who make every day a blessing!
PS (warning...shameless plug coming. I have no financial interest in A4A or Advisor Products) As you know, I couldn't agree more on the use of Advisor Vaults as part of our website. We couldn't get through the tax season, sending important client tax data securly to their accountants, without it. We will start uploading tax data on 12/15, and should be done by 1/15. Then, when the CPAs forget that the info. has already been provided, we just redirect them to our web site (be it March, April or October). GREAT time saver for our staff as well. Happy holidays.

Tim Knotts
timknotts , November 28, 2011

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