Crossing the threshold of MAGII Wealth Management’s offices, the visitor is instantly at ease enveloped not only by the warmth of the surroundings, but more so by the genuine, caring vibe exuded by American Portfolios affiliated colleague Mark Gajowski and his team of seasoned associates. The embodiment of trust is palpable, and at once a balm for all who seek knowledgeable and compassionate care in financial planning.
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Straight as the crow flies, just about two hours south of Rochester, N.Y., lies Alfred State College. There, a kid from small-town America who, while growing up, lent a hand on his grandparents’ farm, began to sow the seeds of his future in finance. American Portfolios affiliated financial advisor Adam Mark’s ingenuity and drive to succeed have deep roots; at just 12 years old, he transformed his uncle’s antique store into an e-commerce venture. Under his uncle’s tutelage, he honed the skills of the antiques trade and learned the art of customer service. By college, he was running his own operation on the weekends and during summer breaks, helping offset the cost of his education.
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Client confidence in the advisor rises when the onboarding process runs smoothly, reinforcing the advisor’s value proposition—an easier and more efficient path to financial security. Therefore, it is well worth spending the extra time on envisioning and implementing the ideal onboarding process.
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A recent Wealth Solutions Report survey found that 86% of wirehouse financial advisors believe that the brand recognition of their firms help them to be more effective in gaining new clients.
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Finding that Frequency Way up in Niagara Falls, AP affiliated advisor Anthony Tripi is paying heed...
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