Ryan receives a question about what makes Summit financial partners different from some of the other firms in the industry. Ryan explains that Summit financial partners has been constructed with service and family in mind from day one. Ryan refers to Summit Financial Partners as the SFP family, and for good reason. Client gatherings look much more like family reunions then business events. Ryan has been lucky enough to have relationships with some of his clients for close to 20 years. At the core of Summit Financial Partners is a desire to serve their clients. That is achieved by creating a unique situation where clients can get all their financial concerns addressed in one place. The goal in mind was for a client to be able to call one number and address many different areas. SFP has relationships with a CPA, estate planning attorney, insurance agent, Medicare specialist, and many other professionals. By having a team and process in place, this allows clients to enter retirement with peace of mind and relaxation. They know that their financial concerns will be answered when problems arise. The team and structure allow issues to be dealt with quickly and efficiently.
Why does SFP strive to stand out in the retirement planning industry?
- People need a one stop shop when it comes to retirement. Things are too complicated for the average person to handle it on their own.
- By giving their clients concierge service, they can relax and enjoy their golden years.
- Clients have worked 30, 40 and even 50 years in some cases, and deserve the best services possible.
What are the different ways that SFP differs from the competition?
- SFP works with other professionals (CPA, Estate Attorney, Insurance Agent, etc..) to make sure that everyone is working together to achieve the client’s goals.
- Being of value to the client is always top priority.
- Financial education classes are regularly provided to clients free of cost.
What advice does Ryan have for people looking to work with a retirement firm?
- Make sure that there is a team in place to assist with all areas of retirement.
- Ask what they do well and don’t do well with. Make sure that they’re not trying to be all things to all people.
- Ask what guarantees they are willing to put their names to.