The COVID-19 pandemic has caused all of us to adapt, reprioritize, and learn to live with disappointment. Whether it’s having to cancel your long-awaited vacation or learning to deal with the frustration of empty shelves at the stores due to continual supply chain issues, we’ve had to assume this is our new normal and figure out a way to get through it.
But one area you should never settle in, pandemic or no pandemic, is the service you receive from your financial advisor or any other business. I could see the first month or two while we all adjusted, but this far in and they haven’t figured out their technology or staffing, then maybe it’s not Covid related!
Service That Sucks Is No Service To You
Here’s the thing: we’ve all had to pivot and problem-solve, and yes, there can be hiccups along the way. But if you are waiting days for a phone call to be returned or having “longer than expected hold times”, that’s not okay. If your advisor hasn’t proactively reached out to you and gone the extra mile in these anxiety-inducing times, then what are they doing for you? We are almost 1 year into our world being turned upside down, and if the service you are receiving is still sub-par, it’s time to admit that COVID is not to blame—your advisor and or the firm they’re affiliated with most likely is! Whether it’s a lack of investment in technology or staff, it’s an excuse at this point.
At 1on1 Financial, we are big believers in investing in our staff and our ability to serve our clients. We have not missed a beat since lockdowns started last March. In fact, our down time to prep for “remote working” was about 40 minutes! Our staff members have not lost one day of work. When our clients call us, they aren’t put on hold. If they leave us a message after hours, they get a prompt response. You can even send us texts. We have reached out to each and every one of our clients to see how they are doing, not just financially, but also personally. We have been taking advantage of Zoom and holding regular meetings to review portfolios and evaluate financial plans in light of all the changes we’ve walked through this year. To put it simply, our service has not suffered one bit. That’s because we have a standard we refuse to let slide.
It’s Time To Make A Change
Our point is this: your financial life is way too important for you to settle for working with someone who doesn't put serving you first and truly care about your life. If your financial firm has let you down during COVID-19, it might be time for a change. We’d love the opportunity to show you how you deserve to be treated and highlight the difference a relationship-based advisor and a personalized financial plan can make in your life. Call our office today at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call!
About 1on1 Financial
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.