5 Reasons I am Thankful for my Team
It’s time to be thankful. I do try to be grateful all year round but it is really encouraging to stop and deeply reflect around Thanksgiving. We all can think of numerous reasons and people to be thankful for. Mostly, my thoughts are of the people that are significant in my life.
We all need these special people around us to be the best we can be. My wife encourages me as a leader, my kids challenge me to be their hero and my friends can call me out if need be. Equally important, considering I spend many hours at work each year, my team around me is vital to serving our clients as best as possible. What follows is why I am thankful for my coworkers and my career. If you are already a client, this is why you should be glad you have us as your team of advisors. If you aren’t a client, this is why you should consider joining us this upcoming year!
We are a Team.
In order to be successful, especially in the world of financial advising, you have to have like-minded people around you. Plain and simple. The right people in the right positions, makes all the difference. Our team at Foley and Foley Wealth Strategies is set up this way. We utilize the skills of five advisors with different areas of focus on our investment and planning committee and an experienced support staff to answer any question and help solve any problem as a team. This allows us to provide the highest level of client service and attention to detail. Together is more.
We Have a Common Vision.
Alignment around a common goal is so important. Our goal is to help each client define what Real Wealth is for them. This adds significant value in their lives and their family’s long term legacy plans. We do this by listening to a client’s unique story, helping them discover their true goals, developing plans to get there and keeping them on track. Working as a team around this vision is rewarding and is “work worth doing”.
We Are Family.
Yes, some of us in the firm are actually related. Others are not. But… we all are like family here. Our “work family” unites us and motivates us to work toward the success of our clients, our firm and to continue to do this for many years to come through a detailed plan of succession.
We Have Fun.
We take ourselves seriously when we need to and not so seriously when we can. We are not “stuffy” and stiff as many other financial firms. Most things can be made more enjoyable in life if we allow them to be so. We have fun and I want to continue to encourage this for our team.
We Are Talented People.
God has blessed each of us with different skills and gifts. Place together smart, motivated and talented people with unique skills yet sharing a common goal and… watch out! The future is unlimited.
So to Sandy, Maryellen, JoAnn, Terri, Mike, Allison, Beth, Lisa, Jorge, Kevin and John-
Thanks for making it a blessing to work alongside you and providing the opportunity to serve others, together.
If you are not a client of Foley and Foley Wealth Strategies and your current advisor lacks a talented team, vision and clear goals for themselves or you as their client… please contact us to learn more about our team. I am truly thankful to be on this team and you will be too!
Have a great Thanksgiving that truly shows gratitude for those around you.
Luke Fields, CFP®