Hi, I
am Leslie, senior client service advocate
and team lead for our amazing group of CSAs.
We purposely gave the people on my team the title of Client Service Advocate,
because that is exactly how we want the team's mindset to be.
Our first core commitment is for our clients to be first.
Every single time.
We want the mindset to permeate throughout
the whole organization with every single client interaction.
That means having a live person answer our phone during
all market hours by the second ring.
That means prompt resolutions for client service needs.
We offer a constant stream of client education,
outreach, and value added services
such as quarterback in the client's best interest,
collaboration with their tax and estate planning advisors.
That means we continue to grow through our core values
of growth, mindset, teamwork and enjoyment.
It is not just the advisors at Katterhenry Investment Group
that have continued training our client service advocate.
Have weekly collaboration meetings as well as mentoring and reverse mentoring.
We provide monthly lunch and learns that allow training
for us to act at a high level for our clients needs.
Our receptionist, CSAs, and compliance team all play a vital role
in protecting our clients from scams, phishing, identity theft,
elder abuse, and other types of financial vulnerability.
Our entire team is trained relentlessly
on active listening and client advocacy so that every client interaction,
no matter how simple it seems, is treated as a window to the client's
holistic situation, needs concerns and path forward.
Sometimes a conversation can be a cautionary tale.
Sometimes it turns into finding a solution for your goals,
and sometimes it turns into a word of comfort
or even delivering soup to your door when you're sick, and maybe even having
flowers delivered to a widow on her first Valentine's Day alone.
In any case, I pledge
to elevate your experience as a client.
Welcome to our nest, where you will be well cared for.