“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. It’s about making their lives easier every chance we get and being their trusted advisor. It’s about 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.
It’s exceeding the client’s expectations without being asked. It’s being proactive. It’s good communication with our partners in advising roles and the clients themselves.
It means always following up and making each client feel important – no matter the size of the plan.
It means always listening to what the client says, asking questions, determining how to solve the problem, taking action and then following up.
It’s being proactive and responsive in all aspects for our clients and financial advisors. It’s about working together to provide quality services and products that will benefit the plan sponsors and their participants.
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.
It means acting as a steward of our clients’ retirement dreams. 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’s about great communication – prompt, practical, and proficient communication with all of our clients and partners.
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.
I look at things from the client’s perspective and service them in a way that makes their experience with us stand out as exceptional. I do everything I can to give my clients the kind of personal touch and attention they deserve.