Here at John G. Ullman & Associates, we strive to source our work internally as much as possible. What I mean by that is that we hire and build teams to support each other and meet client needs. We have teams of advisors, paraplanners, financial analysts, tax preparers, Information Technology, and last but not least our Information Services team. All of us work together on a daily basis to communicate on client needs and work together to meet their expectations in a timely manner. Here are five reasons why these in-house teams benefit you.
- You know who you are working with
- When we aim to source as much work as we can internally, you gain the benefit of getting to know people on a more personal level. While your advisor is your primary contact, we can also bring in people from our IT or Tax departments for example to help with any relevant issues. This way you are still being helped by a direct member of JGUA, and you get to know another person who works here instead of someone who is unknown to both of us that may work from a call center.
- Internal cohesiveness leads to efficiency
- Often times there are tasks that need to be done that the primary advisor is not handling personally. For example, our Information Services team handles most of the contact between the firm and our broker dealers. When we have dedicated teams to tackle various processes, it helps us coordinate faster with each other to eliminate unnecessary speedbumps along the way.
- Everyone involved shares the same vision
- As we all work under that same roof, you can trust that all hands involved believe in the same culture and values when it comes to our clients. Our priority will always be to put our clients’ needs first. If we were to outsource the work we do to a third party, it carries the risk that they have a different value system and order of priority.
- A higher level of Quality and Privacy
- At JGUA we take quality and privacy both very seriously. We understand that the work we do is highly valuable and that it leads to significant decisions in our clients’ financial lives. It is important that the work we do is correct in all facets. We also take confidentiality of our client’s personal information seriously. As we continue to expand our team internally and keep all of our sensitive data on internal servers, we aim to keep your information away from anyone that does not work here or with you professionally somewhere else. Even internally, we compartmentalize client information to the extent that advisors only have access to their own clients’ information.
- A team that stays with you
- Naturally everyone has a day where they will need to step away from work and our clients’ needs will need to be transitioned to new advisors, or tax preparers. We work proactively to involve our clients with the firm as a whole and get to know more than just the primary advisor you work with. This way when someone does retire, there is no concern over who you will work with going forward. Ideally you will be aware of and comfortable with multiple employees of the firm to make that transition as seamless as possible.