Doing Things Differently, Teachable Moments, and the Need for Nice

Most investors play the long game. Rather than worrying about an ROI tomorrow, they hold with confidence, knowing their gains will be greater the longer they hold steady. Eric’s approach to his firm is much the same. Rather than focusing on immediate client ROI, Eric spends weeks getting to know each client before diving into their financial specifics.

Beginning his career at Norwest/Wells Fargo in 1994, Eric soon realized that large corporations weren’t a great fit. Fortunately, he met another advisor who recruited him to Sound Financial Strategies. There, Eric was allowed to do things differently and place clients before immediate financial gain. The firm continued to grow until eventually the RIA Sound Financial Investments was born.

In this episode, Steve and Eric discuss Eric’s client-centric approach, thinking big picture, and why a comprehensive strategy is the secret ingredient to financial success.

“The client sitting in front of you is more than just a pot of money. There is no, ‘what is your number?’ The mathematical formulas of wealth = money x rate x time — yeah in an ideal world or a perfect world works out. But in the real world, it doesn’t. So it’s ‘how do we take this asset, how do we take this product, this piece of your financial life, and combine it with two or three other things, and make it work wonderfully.’” ~ Eric Lansford

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