Skip to main content

Check out our 1Q2024 Market Review and Investment Outlook for 2024

I Stock 477300519

‘You Get Me!’

Photo of author, Teresa Shawver, FPQP™, CPFA®.
Teresa Shawver, FPQP™, CPFA®
Manager of Advisory Service Standards

Deep-Rooted Client Relationships Shape our Service Landscape

The foundation of any relationship is trust. This is true at the very earliest stages of life and is, in fact, a critical part of the very first year of development with an infant, when they learn to trust or mistrust those who take care of them.

Fast forward to adult years…Relationships are more complex with business and personal responsibilities, interests, goals — in all of which, others play a role to some degree.

Recently we, at McKinley Carter, devoted a full day to business planning highlighted by a deep-dive into service excellence. We spent a significant portion of the time talking about what makes us different in the marketplace — that is, the depth of our client relationships. We aren’t focused on the quantity of clients we serve, but rather on the quality of those relationships.

Simply put, we want to know you. We want to understand what motivates you, what keeps you awake at night, what legacy you want to leave behind for your family, friends, community, and more. It’s our mission to help make sure those most treasured people, entities, pets, and/or causes in your world are well taken care of — to your complete satisfaction.

As I write this, I think fondly of clients I have had the privilege to work with directly or indirectly throughout my career at McKinley Carter. I can honestly say, I care deeply about those individuals, their families, and their well-being. Over the years, I’ve celebrated their joys and milestones, and I’ve cried with them when life took a tragic turn. I’ve seen those same emotions among my colleagues as well.

It’s just what happens when you care about someone and have built a deep, trusting relationship. It’s what happens when someone is considered family.

As I sat in that business planning meeting a few days ago, listening to advisors speak so enthusiastically about helping clients reach their life goals, it was obvious to me that this truly is our life passion. We aren’t selling products for commission, nor do we always win the business. But we do very much pride ourselves on a relationship-driven approach to our advisory work — one that engages the client as an active partner, and one where we serve as a trusted fiduciary, confidante, and friend.

The level of detail and understanding for which we strive is only possible through a mutual commitment of time and trust. We know the value of your time, and we appreciate the time you invest with us to meet periodically. For us, understanding what has changed in your life (whether it’s career, new grandchildren, health, new hobbies/interests, etc.) keeps us in touch with what’s most important to you today, and tomorrow.

So when your advisor reaches out, I encourage you to accept the offer to talk and catch up. It’s how we distinguish ourselves, and what we enjoy most about we what we do. At every opportunity, we want to be able to say, “We get you!”


Related Insights
Final Image TKS Huddle Blog

Fall Into Philanthropy

Fall always feels like a season of giving. What better time to be intentional about conversations with family to come up with ways to give back, pay forward, however you want to label it?

Be creative. Involve the littles, the tweens, the teens, your college students, and your adult children. Make it a fun and meaningful conversation about how blessed you are, and learn how each would give back if there were no limits. Remember, the most valuable contributions are often not monetary. Think outside the box to build your family philanthropy plan.

Read More
Goals 7694139 1920

New Year, New Resolutions

With the new year comes reflection on what we achieved in the prior year. Did we fall short? Or did we succeed and want to continue our momentum?

If your New Year resolution involves relieving "money stress" by creating a financial plan in partnership with a professional advisor, you're not alone. Learn how to get started, and let 2023 be the year you begin your journey toward financial autonomy.

Read More
Coronavirus 4914028 1920

2020: The Year of Challenge, Change, Comeback

Technology and internal protocols we put in place well before anyone ever heard of COVID-19 prepared us to make the seamless move to virtual operations.

Read More