Chad Taylor - Seapoint Wealth Advisors

So we're, um, we're gonna wind down our conversation here with a couple of quick hit topics.

Um, and we'll start off with, like, overall client experience.

So I know from my time working with advisory firms across the country, just representing asset managers, some of the best, like, moments came from client events or experiences where I was seeing how the advisors interact with their clients.

So from, you know, from CPoint Wealth's standpoint, can you describe some of what that client experience looks like? Like, how do, you know, you bring people together through your firm, maybe highlight, like, any events or just things that you do throughout the process that might stand out?

Yeah, I think for...

Uh, I'm trying to think of something on, on my, that we've done quick hit wise.

You know, we've done several client events where we've just gotten together where, um, like, you know, it wasn't last year, which we had some, we had a conflict last year, but the year before we did a little holiday party, you know? And so we did a holiday party with, you know, wine and, uh, appetizers at this, you know, this private club.

And our clients get a chance to see each other, mingle with each other, you know, and, um, you know, just talk and meet other, other clients that we had worked with.

And, and, and that, we got really good feedback on that from our clients.

They, we got, um, emails afterwards, and we actually had clients send some gifts too, like, you know, "Thanks so much for the holiday party," you know, "Here's a box of chocolates." I, I, I, we got a lot of chocolates during, after that period.

But it was just great to see our clients get to see us outside the office, get to see our other clients and talk to them, and just kind of talk about just life o- instead of just their investment portfolio.

Um, and, and so we've done events like that.

We've done seminars, um, recently where we did, like, a family love letter, you know? So s- you know, some of our older clients, as you start thinking about, you know, those, those later years, you know, what do I prep- need to prepare for my family if something was to happen to me? And, and that event was probably our best well-received event, and we did several lunch seminars, um, uh, over that topic, and brought in, you know, guest speakers for that.

And we got a lot of emails and, um, uh, after that event thanking us for putting that together and having them think about things that they really didn't think about when it comes to the end of, end of life, and, and getting ahead of that before they got sick or weren't able to take care of it.

And so we had really good reception from, from some of those events like that.

But for the most part, you know, I've worked, you know, I've been doing this for almost, uh, 30 years, and most of my clients become friends, you know? And, and we treat them like family.

Um, you know, we t- we, we try to address their needs as if, you know, we're, we're talking to a friend that we've worked with for, you know, 15, 20 years.

And a, a lot of our meetings, we don't, we talk about investments, but the last 15, 20 minutes is like, you know, "How's your family? How's, how's your kids doing? Are they going to college?" And, you know, "Well, what college did they choose from?" And, and I think that's where we- we've done such a good job with our clients is, you know, um, we just treat each other like people, [laughs] you know, and, and friends, and we talk about life events.

And, and, um, you know, we've, we've had very ex- you know, we, we rarely lose a client.

You know, I, I can think of, like, one client I've lost in, like, the last, you know, five years, so.

Yeah.

That's awesome.

Well, I'll, uh, I'll say this as very much a, a selfish plug, but it's in line with what you described.

Like, I lost both of my grandparents on my mom's side- They got sick and it was just, I wasn't old enough to ever have, like, real, some real adult conversation with them.

Yeah.