Provided by Terry Garland and written by Indigo Marketing Agency, a non-affiliate of First Allied Securities, Inc.
At Golden Capital Management, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them.
Your generous referrals are especially important because of an odd rule we have in our industry. Did you know that because of our status as an independent firm, sharing, posting or advertising testimonials from clients is strictly prohibited, regardless of the experience? So, because we can’t use or ask for testimonials, referrals are especially important and essential for building our business!
Thankfully, we’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
1. Our Experience
When it comes to something as important as your financial future and the well-being of your family, it’s imperative that you work with an experienced advisor. Our decades of experience bring a deep perspective to wealth management and a knowledge of how to best deliver it to you. We understand what it takes to navigate volatile markets, strategize income streams, and make plans to pass on your estate in a way that minimizes risk.
2. Our Wholehearted Commitment To Our Clients
While many businesses take pride in their large size, we take pride in our small, intimate, family feel. Our small size coupled with our independence allows us to offer an unbiased approach as well as more personalized services to assist with your financial management and investment needs.
Because we genuinely care about you, we work hard for our clients and take our responsibility to you very seriously. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation so that your goals become a reality.
3. Our Independence
We value your financial security and peace of mind and know that trust is essential for feeling confident in your financial strategies and the recommendations an advisor provides you. As an independently owned firm, we aren’t tied to any one institution, we don’t have proprietary products to force on you, nor do we have quotas to meet. Our independence allows our advice to be objective and make our clients and their goals our number-one priority. We believe our objectivity helps us build stronger and more trustworthy relationships with our clients.
4. You Can Rely On Us
We are committed to providing real value in what we do, with reasonable fees that are clear and understandable. We aim to make a complicated process simple and educate you to make your own financial decisions. We are available anytime for questions by email, phone, or in person.We listen to you and respect your goals and wishes. By working with us, you gain access to exceptional service, resources, advice, and financial strategies.
We’re Never Too Busy To Help
One of the reasons we work with only a select number of clients is so we can provide personalized attention and care to each of our clients, as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re here to help them as well.
If you’re a client with Golden Capital Management and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-fee, no-obligation consultation, have them call our office at (515) 226-0115 or email email@example.com.
Terry Garland is the founder and CEO of Golden Capital Management with more than 25 years of industry experience. He works with individuals, small-to-medium-sized businesses, and medical professionals, including physicians and dentists, allowing them access to a wide variety of specialized services and investment vehicles to fit their specific needs. He graduated from Drake University and attended the Wharton School at the University of Pennsylvania and is a certified wealth strategist and a registered principal. With offices in Des Moines, Iowa, and Carlsbad, California, he serves clients across the country. Learn more by connecting with Terry on LinkedIn.