-: My name is Frances Goodman.
I'm a financial advisor as well as the branch manager
for the Murchison Group.
My business consists mainly of individuals
as well as foundations and endowments.
Our group has a process for when we are meeting
with perspective clients called the FIT Process.
And we sit down with prospective clients
and have a conversation where they tell us
what they're looking for in a financial advisor.
We explain how we manage our business,
how we work with clients,
and then we go away from that meeting,
have some thoughts about it, and come back together
to see if we think that there is a fit
between us and the client.
And that works both ways.
Does the client feel like we are a good fit for them
and do we feel like the client is a good fit for us?
Once we do take on a new client,
we really delve into their lives
and try to learn all that we can about them
both personally and financially
because we like the whole picture.
We wanna know everything about our clients.
We wanna know them on a personal level
not just their net worth statement.
Each of our client relationships has at least
two advisors assigned to that client
so that there's always a backup advisor
should someone be on vacation
or just out of the office for any reason.
I started in this business in 1983 as receptionist
for two weeks, and stayed for 10 years at that firm
and did a little bit of everything that you can do
in a retail brokerage office.
I was the new accounts clerk, cashier, operations manager,
wire operator, and finally became a manager
and then a financial advisor
for the last 20 years of my career.
And I think what that brings,
my depth of experience in this industry
is a problem solving approach.
Our approach to managing
our client's assets involves discipline.
We are extremely disciplined in our approach.
We work with the client to come up with an asset allocation
and a risk model that is appropriate for them.
Markets go up and markets go down.
It's a natural cycle and we just encourage our clients
to be patient and have discipline and stick to their plan.
The values and ethics of this firm come directly
from Reid Murchison.
He values honesty, integrity,
and we all believe in that as well.
We all came to this firm to be a part of that philosophy.
We get really good feedback from our clients
which is rewarding for us.
I think the most common feedback that we get is,
thank goodness we have you to handle these issues
that we're facing right now.
It just really makes you feel good to know
that you're helping people.
(quiet upbeat music)