Feraud CalixteCFP®

What do you value most in your client relationships?

I enjoy getting to hear their stories. Every client interaction is unique. I often say I have the privilege of meeting folks and learning about what’s important to them and how money can be used as a tool to accomplish those goals.

What’s a particularly rewarding example of how you helped to create impact for a client?

One particular example that stands out. A new client came to me and was frustrated that, after interviewing several advisors, they constantly felt that they were being “sold” on the latest or greatest product. I explained our fiduciary standard and how we always place our clients’ interests ahead of ours. After taking the time to thoroughly understand what was important to him, including his spouse in all the conversations (which was also important to him), he thanked me on how thorough and intentional all our meetings had been.

What’s the one thing people say you’re best at?

People say I’m a great listener. I take a genuine interest in learning about each and every client. I get to know them on a personal level beyond the “math.” It’s an awesome way to serve our clients and deliver immense value.

How do you do good in your community?

I volunteer whenever I can, from teaching financial literacy, serving on foundation boards or serving in my local church. I think it’s important to serve and support your local community.