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<v ->My name is Frances Goodman.</v>

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I'm a financial advisor as well as the branch manager

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for the Murchison Group.

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My business consists mainly of individuals

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as well as foundations and endowments.

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Our group has a process for when we are meeting

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with perspective clients called the FIT Process.

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And we sit down with prospective clients

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and have a conversation where they tell us

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what they're looking for in a financial advisor.

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We explain how we manage our business,

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how we work with clients,

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and then we go away from that meeting,

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have some thoughts about it, and come back together

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to see if we think that there is a fit

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between us and the client.

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And that works both ways.

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Does the client feel like we are a good fit for them

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and do we feel like the client is a good fit for us?

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Once we do take on a new client,

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we really delve into their lives

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and try to learn all that we can about them

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both personally and financially

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because we like the whole picture.

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We wanna know everything about our clients.

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We wanna know them on a personal level

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not just their net worth statement.

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Each of our client relationships has at least

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two advisors assigned to that client

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so that there's always a backup advisor

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should someone be on vacation

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or just out of the office for any reason.

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I started in this business in 1983 as receptionist

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for two weeks, and stayed for 10 years at that firm

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and did a little bit of everything that you can do

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in a retail brokerage office.

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I was the new accounts clerk, cashier, operations manager,

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wire operator, and finally became a manager

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and then a financial advisor

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for the last 20 years of my career.

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And I think what that brings,

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my depth of experience in this industry

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is a problem solving approach.

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Our approach to managing

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our client's assets involves discipline.

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We are extremely disciplined in our approach.

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We work with the client to come up with an asset allocation

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and a risk model that is appropriate for them.

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Markets go up and markets go down.

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It's a natural cycle and we just encourage our clients

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to be patient and have discipline and stick to their plan.

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The values and ethics of this firm come directly

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from Reid Murchison.

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He values honesty, integrity,

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and we all believe in that as well.

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We all came to this firm to be a part of that philosophy.

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We get really good feedback from our clients

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which is rewarding for us.

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I think the most common feedback that we get is,

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thank goodness we have you to handle these issues

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that we're facing right now.

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It just really makes you feel good to know

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that you're helping people.

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(quiet upbeat music)