Rhonda Robinett

Managing employees is important as everyone needs direction and guidance. You can’t meet your goals if you don’t understand the expectation. Communication is key. Managers must lead by example. Happy employees equate to happy clients.

That I am part of an amazing team and our collective efforts, along with hard work and determination, will ensure a strong client relationship based on trust and thoughtful planning.

It’s the personalized services to clients and the vast knowledge of resources available to meet an array of financial needs. Our client relationships are much more than an a account number, they’re friends who have entrusted us with managing their wealth.

My mother recently passed away from Alzheimer’s after a long battle. My sister and I split the time caring for her so that she could remain at home. We manage a lot of elderly client’s portfolios and their family members could be going through similar life events. I hope to be helpful in sharing resources from my own personal experiences.

My best day is when there is utter chaos and everyone steps in to assist. It’s a good reminder that we all work together, regardless of the task, to provide exemplary service to our clients. Our quarterly mailing of a client’s investment reports is a good example. We’re on a tight timeline and it requires everyone coming together to get the job done. We mail approximately 800 investment packages and it requires a coordinated effort to complete it quickly and efficiently.

Kindness. Empathy. Love. The character “Ted Lasso” is exactly what we need more of in our world. A coach with the ability to listen, mentor and finding the best qualities in everyone from his football players to the guy mowing the stadium’s lawn. A great leader recognizes that everyone’s contributions are part of a firm’s overall success.