“The Gold Standard is all about our clients and being their best partner. It’s about bringing solutions and working side-by-side to solve their problems, making their lives easier every chance we get, being their trusted advisor, and being on their team, all the time.”
Michael E. King
Founder and CEO of Goldleaf Partners
Being responsive to client needs on a proactive basis. Ultimately, it’s putting myself in their shoes, explaining difficult technical topics, and being sensitive to what they are experiencing.”
Providing the same service that I would like to receive with any of the parties I do business with on a personal level. I want to make sure the client receives detailed and accurate information.”
We build lasting relationships, not just a sale. When I work with my clients I always focus on the following questions:
• What can I do for you?
• How can I make a process easier for you?
• What solution can I provide?
In a nutshell, it’s about being available, providing solutions and building relationships. We are here for the client.”
It means building a partnership with our advisors to ensure our mutual clients receive a proactive, not reactive, approach to their needs.
The Gold Standard is about exceeding the client’s expectations without being asked. It’s being proactive and having good communication with our partners and the clients themselves.
It means always following up and making each client feel important – no matter the size of the plan.
The Gold Standard follows the “golden rule” that I was taught to focus on my whole life: “do unto others as you would have them do unto you”. When thinking of how to respond to a client, I always put myself in their shoes first and think, “will I be providing them with the experience I would hope to have?” If the answer is “yes”, then I know I’m providing the client with top-notch, Gold Standard service.
The Gold Standard means always listening to what the client says, asking questions, determining how to solve the problem, taking action and then following up.
It means acting as a steward of our clients’ retirement dreams. Additionally, it’s about making them feel safe and cared for, knowing that we’re partnering with them to create the plan that best fits their needs and goals.
The Gold Standard means providing exceptional service to our clients by being easy to do business with, our consultative approach, and understanding the client’s needs.
It means providing the best experience possible in EVERY interaction we have with all our clients, both internally and externally.
It means making my clients feel their needs are important, being able to respond to requests timely, and providing a level of service above the rest.”
I want each of my clients to feel as if they are our only client. When they contact me, I want them to feel as though I was sitting here waiting on their call.