The Gold Standard Experience

Our way of making things easy for our clients has earned us long-term relationships. Our highest compliment comes from 99% client retention, year after year. See why.
When you partner with Goldleaf, you

Experience The Gold Standard ®

  • FAST, RESPONSIVE SERVICE.
    We reach out, learn your needs, and take it from there. We make any transition as seamless and painless as possible.
  • PROACTIVE COMMUNICATION.
    We have dedicated client relationship managers backed by a top-notch operations team. This means we are always evaluating what’s in your best interest, without you having to ask.
  • DIRECT LINE TO A TRUSTED ADVISOR, DEDICATED TO YOUR SUCCESS.
    With us, you won’t be a number in line. Instead, you’ll have a direct line to someone ready to help answer your questions whenever you have them.
  • SIMPLICITY AND FREEDOM.
    We step in and manage the administration of your services, meaning you don’t have to be the middleman—we take on those tasks. We work with partners behind the scenes, freeing up your time and energy.
  • PEACE OF MIND AND THE GIFT OF TIME.
    We take data security seriously, employing data encryption, maintaining alarmed and monitored data centers, and undergoing an annual audit to keep your data safe. We also invest in cloud-based systems, following detailed processes to make sure nothing is missed in your service.
  • Which all adds up to
    SATISFIED CUSTOMERS.
  • FAST, RESPONSIVE SERVICE.
    We reach out, learn your needs, and take it from there. We make any transition as seamless and painless as possible.
  • PROACTIVE COMMUNICATION.
    We have dedicated client relationship managers backed by a top-notch operations team. This means we are always evaluating what’s in your best interest, without you having to ask.
  • DIRECT LINE TO A TRUSTED ADVISOR, DEDICATED TO YOUR SUCCESS.
    With us, you won’t be a number in line. Instead, you’ll have a direct line to someone ready to help answer your questions whenever you have them.
  • SIMPLICITY AND FREEDOM.
    We step in and manage the administration of your services, meaning you don’t have to be the middleman—we take on those tasks. We work with partners behind the scenes, freeing up your time and energy.
  • PEACE OF MIND AND THE GIFT OF TIME.
    We take data security seriously, employing data encryption, maintaining alarmed and monitored data centers, and undergoing an annual audit to keep your data safe. We also invest in cloud-based systems, following detailed processes to make sure nothing is missed in your service.
  • Which all adds up to
    SATISFIED CUSTOMERS.

The Gold Standard

“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

Michael King

  • 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.”

    Wayne W. Graves
    Operations Manager
  • 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.”

    Rhonda A. Richards
    Client Relationship Manager
  • 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.”

    Brittney Hastings
    Client Relationship Manager
  • It means building a partnership with our advisors to ensure our mutual clients receive a proactive, not reactive, approach to their needs.

    Melissa Ruegg, QKA
    Client Relationship Manager
  • 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.

    Liz Lund
    Client Relationship Manager
  • It means always following up and making each client feel important – no matter the size of the plan.

    Lorri L. Reuer, QKA
    Client Relationship Manager
  • It means always listening to what the client says, asking questions, determining how to solve the problem, taking action and then following up.

    Beth L. Tibbetts, QKA
    Client Relationship Manager
  • 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.

    Trish Rubin, CRSP
    Client Relationship Manager
  • 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.

    Aimee J. Pietila, QKA
    Client Services Manager
  • 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.

    Katie Miskell
    Client Relationship Manager
  • 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.

    Abbey Neptune, QKA
    Client Relationship Manager
  • It means providing the best experience possible in EVERY interaction we have with all our clients, both internally and externally.

    Lanna R. Uebel
    Client Relationship Manager
  • It’s about great communication – prompt, practical, and proficient communication with all of our clients and partners.

    Wendy Perrin, QPA, QKA
    Client Relationship Manager
  • 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.”

    Jennifer Jolliff
    Client Relationship Manager
  • 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.

    Kelly F. Poovey, QKA
    Client Relationship Manager
  • 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.

    Scott P. Doucette
    Client Relationship Manager