Tag Archives: Client Experience

How to Carefully Pick Your Financial Planner (Ep. 3)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , ,

Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need.

Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with?

When looking for a financial planner, you have to find someone who aligns with your goals and investing expectations. That’s why, this week, HSI Financial’s president and senior financial strategist, Wes Forster, outlines what you should keep in mind when looking for a financial strategist, as well as what to expect from HSI Financial as a client. 

Wes discusses:

  • How to identify if your advisor fits you and your needs
  • Ways the team at HSI interacts with their clients
  • The importance of having a detailed financial plan 
  • The company’s strategy for long-term investing 
  • And more!

Resources:

Connect with Wesley Forster:

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Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , ,

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! 

At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. 

In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs. 

Wes discusses:

  • HSI Financial’s approach to first-hand client treatment 
  • How to make your asset allocation easy for your loved ones after you pass
  • The importance of having a financial plan 
  • The company’s commitment to regularly keeping in touch with clients 
  • And more!

Resources:

Connect with Wesley Forster:

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