WEBVTT 1 00:00:00.360 --> 00:00:01.710 My name is Geoff Collins. 2 00:00:01.710 --> 00:00:04.320 I am a financial advisor with The Murchison Group. 3 00:00:04.320 --> 00:00:07.680 I had known about Reid long before 4 00:00:07.680 --> 00:00:10.560 we were even working under the same corporate umbrella. 5 00:00:10.560 --> 00:00:14.790 And just hearing the amount of respect 6 00:00:14.790 --> 00:00:16.500 that the community and the people that I knew 7 00:00:16.500 --> 00:00:19.470 in the community that knew him, it was confirmation 8 00:00:19.470 --> 00:00:21.840 because the things that he said and did were all of the 9 00:00:21.840 --> 00:00:24.530 all the things that I'd heard about him, you know, 10 00:00:24.530 --> 00:00:28.620 the charitable giving, the time that he spends, 11 00:00:28.620 --> 00:00:31.470 habitat, the times that he spent, you know 12 00:00:31.470 --> 00:00:33.927 developing relationships with his clients 13 00:00:33.927 --> 00:00:38.927 and the integrity that he applies to all of those. 14 00:00:39.030 --> 00:00:41.790 It was just, it was confirmation just 15 00:00:41.790 --> 00:00:43.590 when we finally got a chance to meet. 16 00:00:43.590 --> 00:00:45.000 It seems in this business 17 00:00:45.000 --> 00:00:48.570 that a lot of advisors are on their own. 18 00:00:48.570 --> 00:00:50.760 And not only that, but they're competitive, 19 00:00:50.760 --> 00:00:52.920 even with coworkers. 20 00:00:52.920 --> 00:00:56.460 And because we don't focus on the revenue, 21 00:00:56.460 --> 00:01:01.230 we don't focus on the numbers, we focus on the relationship. 22 00:01:01.230 --> 00:01:03.240 We know that if we help another advisor 23 00:01:03.240 --> 00:01:05.740 or if we are available to another advisor 24 00:01:06.690 --> 00:01:08.670 then it's just that much, 25 00:01:08.670 --> 00:01:12.030 that much closer to achieving the goal for the client. 26 00:01:12.030 --> 00:01:13.530 So I think it's pretty uncommon 27 00:01:13.530 --> 00:01:16.320 in this business to have this much 28 00:01:16.320 --> 00:01:19.890 of a cohesive work environment between advisors. 29 00:01:19.890 --> 00:01:23.040 Engineering background comes from a love of numbers 30 00:01:23.040 --> 00:01:28.020 and just the love of analyzing and problem solving. 31 00:01:28.020 --> 00:01:33.020 It gave me an ability to truly analyze problems, situations, 32 00:01:33.150 --> 00:01:34.350 and come up with solutions. 33 00:01:34.350 --> 00:01:37.260 We are always looking long term 34 00:01:37.260 --> 00:01:39.090 so when we say we're gonna help them save 35 00:01:39.090 --> 00:01:40.893 for college or save for retirement, 36 00:01:41.820 --> 00:01:44.580 we're gonna make the best long term decision. 37 00:01:44.580 --> 00:01:46.290 So when they do actually call you 38 00:01:46.290 --> 00:01:49.480 and tell you that they in fact, are retiring 39 00:01:50.400 --> 00:01:53.100 and they're super excited about their retirement 40 00:01:53.100 --> 00:01:56.730 not only that, but they're going to be okay financially. 41 00:01:56.730 --> 00:01:58.350 Or when a client calls and says 42 00:01:58.350 --> 00:01:59.940 I just wrote my last tuition check 43 00:01:59.940 --> 00:02:04.350 that we worked 18 years on saving, and I just 44 00:02:04.350 --> 00:02:07.230 wrote the last tuition check, and we don't have any debt. 45 00:02:07.230 --> 00:02:10.830 It can be an emotional time, not just for the clients, 46 00:02:10.830 --> 00:02:15.270 but for us too, because it's joy 47 00:02:15.270 --> 00:02:18.180 that we both have at the same, it's simultaneous joy. 48 00:02:18.180 --> 00:02:21.780 We are enjoying the same thing that we planned for 49 00:02:21.780 --> 00:02:23.940 at the same time for different reasons. 50 00:02:23.940 --> 00:02:24.773 I guess more importantly 51 00:02:24.773 --> 00:02:26.640 because we have such good relationships with our clients, 52 00:02:26.640 --> 00:02:29.190 we know that volatility matters to them. 53 00:02:29.190 --> 00:02:33.540 Regardless of how long a view we have in the planning 54 00:02:33.540 --> 00:02:36.510 there's still emotion tied to the volatility 55 00:02:36.510 --> 00:02:38.790 and we don't want to discount that with our clients. 56 00:02:38.790 --> 00:02:42.870 And so when we advise clients in volatile times 57 00:02:42.870 --> 00:02:44.580 it's really just assuring them that 58 00:02:44.580 --> 00:02:49.580 because we've made decisions prior to the volatility 59 00:02:49.830 --> 00:02:54.830 in the market based on long-term planning, that we can, 60 00:02:54.870 --> 00:02:57.090 we can ride out the storms together and know 61 00:02:57.090 --> 00:03:00.213 that we're in it for the long run and we're in it together.