Adding Clients and Getting In Some Reading

I am now in the process of finalizing my investment policy–as a firm–so when the time comes I am ready to act. Most of this policy is complete and covers the general types of investments I will recommend such as individual stocks, mutual funds, closed end funds, separate accounts, etc. Also, the screening process I will use to pick the investments. I am now in the process of putting it all down on paper.

I'm still deciding on the contact management software I will use. I have received a few e-mails from you, the readers, with suggestions on this and I am looking into different solutions.

All in all, things are progressing nicely. However, I will need to do more marketing as soon as some of the initial issues are resolved. I have developed a good relationship with a well respected and honest estate and tax attorney, who will be referring some clients to me. I have also referred some of my clients and contacts to him. I trust he will do an excellent job and this will reflect favorably on me since I introduced him. After all, serving clients is about bringing the right advisors to the table. I guess the moral of the story is really this: "When the client is well served, so is the profession, and so is the advisor." So serve your clients well and I look forward to hearing from you.