Press Release

Spuds Powell's Citywire Profile

July 21, 2021

In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.

Independently managing financial obligations during a period of loss can seem frightening and almost impossible, especially if you had no prior involvement in family finances.

For Spuds, everything starts with developing deep, personal relationships with clients from the beginning so they know they can rely on him to navigate any life circumstance.

“The key is to express genuine and authentic interest in them and their spouse and their families, how they’re feeling, what their worries are, what keeps them up at night. Ask really good questions. Be a great listener. Be present.”

 

Read the full Citywire feature: https://citywireusa.com/registered-investment-advisor/news/trust-and-confidence-how-one-advisor-forges-personal-bonds-with-widowed-clients/a1532957

 

Learn more about What to Look for in a Financial Advisor and contact our Wealth Management Team today.

 

Back to Newsroom

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
Past performance is no guarantee of future results.