…what is a video worth?
Being a part of a fully integrated wealth management team is an honor few can claim. We have built this firm one person at a time, one client at a time. Clients have been carefully selected because they are fun to be with and appreciate our integrating everything that involves family, finance, legal or tax.
Our business plan is to build Napier into an enduring firm to serve our dear families for generations to come. Napier has a strong leadership team with two generations of leaders empowered and entrenched. But we are already thinking about and planning for our next generation of leaders… beyond Alex, Rob and Tom Schulte.
To that end, we are looking to grow to make room at the top for our next generation of leaders and future partners. In the coming weeks you will begin to see a series of videos and blog posts talking about what we do best. We have never been a marketing and sales organization. We plan to get our message out to the world in the form of written and video messages so that our future clients can digest the material at their own pace and understand how they may benefit from our distinctive fully integrated wealth management process. This will also make it easier for those who have spoken to others about our services to do their homework to be sure that we are a good fit for each other.
We would genuinely appreciate your feedback about what we put out there along with any comments, re-shares, likes and direct introductions to those who need us. You’ll see these videos on our LinkedIn pages, web site and occasionally through this weekly letter. Remember, those who need us may not realize it until we meet, and they see firsthand how underserved they may be with their incumbent collection of silo based professionals. Fully integrated wealth management is the only way to go for those who care about their family, finances, taxes, legal issues and their complex interdependencies.
