I own and manage an independent financial advisory business. After 38 years, I’ve learned that there are a zillion different people in the world, all with a zillion different opinions on finance-related items. It’s so easy to get our emotions and, therefore, our lives twisted into a knot by consuming everyone’s opinions. During the financial crisis and the ensuing “Great Recession,” we made a decision to actually increase the volume of our communication to our client base. We increased both the frequency and the methods of our communication; we wanted to provide an antidote to the hysteria in the marketplace that was tying our clients into knots. Every piece of communication starts with a storyboard and a written document, which is then edited for clarity of message.
The effort has now given way to a full spectrum of communicating with our clients and prospective clients through writing consistently about all items financial and economic. We are now considered a substantial source of sanity in the rapidly changing world we live in. We’ve become a have-a-quiet-cup-of-coffee-in-the-morning company or, if you will, a two-fingers-in-a-snifter-to-finish-the-day firm. In a few quick minutes, calm invades the spaces of the people we serve. It’s made all the difference in their lives, and in ours as a business.
--Steve Musick is the CEO of Destiny Capital, a financial advising firm he founded in 1977. In addition to wealth management, Steve is an author, speaker, and lecturer on the subject of entrepreneurial leadership. He recently launched www.Empowerium.com as an entrepreneurial platform to fuel business growth.